Investment Strategy
Fed takes forceful approach to inflation
MARKETS & INVESTING June 30, 2022 Markets prepare for challenging times as the Fed ramps up its inflation fight. As the Federal Reserve (Fed) committed itself to battling inflation this year, one question looming large was how aggressive a tack it would take. In June, we received a second, clarifying answer. In light of […]
Live by the numbers, die by the numbers
ECONOMY & POLICY July 01, 2022 Chief Economist Eugenio J. Alemán discusses current economic conditions. The third estimate for 2022 Q1 GDP from the Bureau of Economic Analysis was a real shocker. It was a shocker not only because it was released a day before the end of the second quarter or because it […]
See the forest through the trees
MARKETS & INVESTING June 27, 2022 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. It is easy to get caught up in the hype. Why let the facts ruin a good story, right? The statement, “bonds are doing poorly”, erroneously is mingled with, “stocks are doing poorly”. We are […]
Weekly investment strategy
MARKETS & INVESTING June 24, 2022 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Indications that inflationary pressures are easing Retailers have inventory to offload with deal days Market reactions to earnings results will be magnified Tuesday was the summer solstice, the longest day of the year and the beginning of […]