Investment Strategy
Tariff goalposts have shifted, but results remain the same
Markets & Investing April 11, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The tariff goalposts have shifted, but the results remain the same Rising backlash and market turmoil force Trump to pivot on tariffs Uncertainty is likely to persist, but there are a few positives Trump Recalibrates, Again. Investors have […]
What does the tariff pause mean for markets?
Markets & Investing April 10, 2025 Raymond James Chief Investment Officer Larry Adam considers the impact of the recent development in the trade war and provides insight on what it could mean for the markets and investors. After sparking the steepest plunge in financial markets since the global pandemic five years ago, President Donald Trump’s […]
Tariffs strike more volatility
Markets & Investing April 07, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Liberation Day came and went but instead of providing the market with answers, it amplified the uncertainty that is rocking the financial markets. The only clear picture is that a serious and deliberate flight to quality […]
Trade policy shifts put the Fed in a challenging position
Markets & Investing April 04, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tariff rollout significantly more aggressive than we expected Downside risks to growth raise the odds of a recession Trade policy shifts put the Fed in a challenging position Tariff Turbulence. The President’s long-anticipated tariff announcement on April 2 has come […]