Investment Strategy
Weekly investment strategy
MARKETS & INVESTING July 29, 2022 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Labor market trends are not indicative of a recession Reduction in inventories weighed heavily on 2Q GDP U.S. economy should be stronger moving forward Tomorrow is the final day of Shark Week! The series is a cultural […]
Markets focused on the pace of interest rate hikes
MARKETS & INVESTING July 27, 2022 The Fed vows vigilance against inflation after another 75 basis point rate increase. The FOMC increased the federal funds rate 75 bps for the second month in a row. The Fed is on track to increase rates to the 3.00%-3.50% range by the end of 2022. Fed Chair […]
“Now” looks pretty good
MARKETS & INVESTING July 25, 2022 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Investors often rationalize procrastinating investment decisions. The Fed is meeting later this week. GDP data reports are coming. Corporate earning releases are approaching. Future Fed hikes will raise rates. These are all upcoming realities with […]
Weekly investment strategy
MARKETS & INVESTING July 22, 2022 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Explaining a technical versus an actual recession The Fed has an 8-week hiatus after next week’s decision Pessimistic earnings narrative has not materialized so far Monday is National Thread the Needle Day, a holiday that acknowledges all […]