Investment Strategy
After Biden: What comes next?
MARKETS & INVESTING July 23, 2024 Following the historic decision by President Biden to drop out of the 2024 race, Raymond James CIO Larry Adam provides insight into his team’s economic and market outlook. To read the full article, see the Thoughts on the Market publication linked below. Election cycles are unpredictable, and the […]
Walking the tightrope
MARKETS & INVESTING July 15, 2024 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The dilemma that all Fed committees and chairpersons face when the economic cycle nears a turn but then repeats itself can be summed up with Fed chair Jerome Powell’s recent references: “Easing too soon, too […]
Key trends that are poised to drive the market
MARKETS & INVESTING July 12, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways S&P 500 ex-MAGMAN earnings are improving Higher bar for 2Q earnings could lead to volatility The health of the consumer will be in focus The Pendulum Swings Back to the Micro (from Macro). This week marks the […]
A recession is coming
MARKETS & INVESTING July 08, 2024 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. It’s inevitable. A recession is coming. Whether it gets here next month, next quarter, next year, or next decade will be continuously debated until it arrives. Yet, one thing that everyone will agree on is […]