Investment Strategy
The end of the Fed’s tightening cycle is drawing near
MARKETS & INVESTING July 14, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Inflation pressures have continued to ease Cracks in the Labor market are starting to appear A slowdown in consumer spending is underway The Wimbledon Championship Tournament is in full swing, with the men’s and women’s finals scheduled […]
Should You Wait?
MARKETS & INVESTING July 10, 2023 Markets are expecting the FOMC to raise the Fed Funds rate one or two more times (25 basis points each) in this cycle. While this is a market estimate and in no way guaranteed, let’s just pretend for a minute that there is a 100% chance of this […]
Tech sector emerged as 2023’s first half MVP
MARKETS & INVESTING July 07, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tech sector the MVP of the first half Tech likely to maintain All-Star status in the second half Energy, financials and health care poised to rebound With the baseball season halfway completed, Seattle, Washington will host the […]
Will the market sustain its upswing?
MARKETS & INVESTING July 03, 2023 Better than expected first quarter earnings, decelerating inflation and growing optimism about a soft, non-recessionary landing have driven the market’s positive 2023 start. The bear may have entered hibernation in June, but can we now count a bona fide bull? That may be overselling it. Equities capped off […]