Investment Strategy
Five key takeaways from earnings season
Markets & Investing August 15, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Led by AI and its derivatives, 2Q25 EPS came in better than expected Consumer spending is a mixed bag and is poised to cool in the second half With S&P 500 multiples near historical highs, earnings will need […]
Key developments to watch that may lead to increased volatility
Markets & Investing August 08, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed confronts a dilemma as hiring slows while inflation heats up Sectoral tariffs on pharma and semis may come as early as next week In tech and elsewhere, some bellwethers will report in the coming weeks Summer […]
One size does not fit all
Markets & Investing August 04, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. When you read about interest rates or hear about them on the news, the reference is likely to Treasury interest rates. The Treasury curve is the basis with which the financial world makes comparisons. However, there […]
The Federal Reserve is balancing a split economy
Markets & Investing August 01, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways 2Q GDP data was less impressive than the headline number suggested We expect the Fed to respond to slower growth in 2H25 by cutting rates Excluding MAGMAN*, 2Q earnings are tracking to muted growth The Great Divergence: Tech’s […]