July-September 2022 The ramifications of stamping down rising inflation dominated the markets in the third quarter. Investors weighed the balance between an aggressive government policy aimed at curbing price pressures against the possibility of those very policies leading to an economic recession. That dichotomy was not lost on Federal Reserve officials, who stoically made clear […]

Staying The Course Through Volatile Markets From the Desk of Brian Babbitt, CFA, CAIA Chief Investment Officer & Chief Compliance Officer For most of 2022, markets have been in the news as inflation, armed conflicts and growth concerns have led to meaningful market swings. This past week was no exception. For their part, financial news […]

MARKETS & INVESTING September 09, 2022 Review the latest Weekly Headings by CIO at Raymond James, Larry Adam. Key Takeaways Anticipating improvements in the August inflation reports Retailers are discounting as they offload inventories The streak of declining gas prices continues The lights are on, and the stadiums are packed which means football is finally back! […]

The Markets (as of market close August 31, 2022) Through the first half of August, the stock market continued to ride July’s rally. Including the first two weeks of August, stocks had posted four consecutive weekly gains — the longest weekly rally of 2022. The latest inflation data showed prices had fallen in July, bolstering […]

Weekly Market Guide August 05, 2022 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy at Raymond James. Lower inflation expectations and bond yields are underpinning an impressive 13% S&P 500 rally from oversold levels over the last 32 days. Equities have nearly retraced half of this […]

The Markets (as of market close July 29, 2022) July saw the stock market ebb and flow throughout the month. Sometimes the market reacted in response to news of some sort. Other times, stocks moved in anticipation of something that may happen. For instance, the latest quarterly corporate earnings reports generally have been better than […]