Investment Strategy

MARKETS & INVESTING August 01, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Wishful thinking, political gain, hidden agenda, strategic endorsements – there many reasons why stories are written and data is interpreted the way it is, sometimes intentionally and other times unwittingly by seeing what we want […]

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 & 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 […]

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 […]