Enjoyed moderating the Women of Investment Strategy panel at the @RaymondJames 29th Women's Symposium! Thank you Olivia, Anne and Tracey for a great conversation! Loved the energy and stories!
Downside equity market volatility can be unsettling, but it is important to put the pullback in perspective. In our latest #ThoughtsOnTheMarket, we identify the drivers of the negative market reaction and their impact on our longer-term outlook. https://t.co/RJIQPAHEar
Foliage, Festivals, and Football! As we begin to enjoy fall, we also know that winter is coming. In this week's #WeeklyHeadings, we focus on the looming threats that could tip the economy into a recession. https://t.co/3whT52aMgc
The second 5% pullback of the year is here! Hawkish takeaways from yesterday's FOMC meeting and the continued upward pressure on rates drove the S&P 500 down 5.6% from its July high.
Our #GlobalInsights publication provides our view on some of the latest economic and financial market developments across the globe. This month we share our thoughts on European equities. https://t.co/Q42SQHKMbm
Next week, investor attention will turn to the September #FOMC meeting. In this week's #WeeklyHeadings, we discuss the dynamics that could shape the Fed's thinking and impact its updated economic projections. https://t.co/jt4WmnoUCp
In our most recent client webinar titled “Resetting After Summer,” we discussed our latest views given the events that occurred over the summer months. Watch the replay here: https://t.co/819loV9aer
On the 22nd anniversary of the September 11 attacks, we honor and remember those who lost their lives, those who survived and the countless others – members of our military, first responders and everyday heroes – who bravely serve our country and their communities.
Our September CIO View is out! The Monthly CIO View details recent #investment trends and our outlook for the respective #asset classes over the next 12 months. https://t.co/DW6MQKj0gY
Please join me for Investment Strategy's upcoming webinar: "Resetting After Summer" on Monday, September 11, 2023 at 4:00 PM ET! Register here: https://t.co/rq1W0IGMbM
Our #MonthlyMarketReview: “Monetary Uncertainty ‘Back In Session’ As Inflationary Pressures Persist,” provides a detailed recap of the performance of various #markets and #assetclasses in the month of August. https://t.co/0t0eU5CAIB
As we say goodbye to summer, investors are preparing for the stretch run to year end. In this week's #WeeklyHeadings, we summarize key summer events and give our latest thoughts as we move forward. https://t.co/BwM2dypG5k
“With excess savings really starting to evaporate, I think that’s starting to stress the consumer right now and I do think it’s ultimately going to lead to a mild recession," Raymond James CIO @LarryAdamRJ says.
Easing Labor Market. In welcome news for the Fed, the JOLTS report suggested the labor market is getting less tight as the number of job openings (8.8 million) declined to the lowest level since March 2021 and the quits rate declined back to pre-pandemic levels (2.3%).
Our #GlobalInsights publication provides our view on some of the latest economic and financial market developments across the globe. This month we share our thoughts on the upcoming emerging markets easing cycle. https://t.co/8AulSmjCUl