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Category: Investment Strategy

168 posts categorized as "Investment Strategy"

Three Things to Know & Watch

Sep 13, 2021

By Bill Hornbarger, Chief Investment Officer

Three Things to Watch

  • The Consumer Price Index (CPI) for August is set to be released on Tuesday. CPI is expected to be up 5.3% year-over-year with core CPI (ex Food and Energy) up 4.2% from a year earlier. That would be the lowest reading in three months for CPI, which remains in focus for investors and the Fed.
  • Investors will also get important readings on manufacturing,

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A Touch of Grey

Sep 13, 2021

By Pete Biebel, Senior Vice President

The stock market’s skies darkened a bit last week. The sunny economic conditions in recent months, along with a pleasing tailwind of strong corporate earnings, have created an environment in which the major averages were able to slough off a variety of potential threats and rack up an impressive string of record highs. But the skies were not so bright last week,

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Three Things to Know & Watch

Sep 7, 2021

By Bill Hornbarger, Chief Investment Officer

Three Things to Watch

  • Producer prices highlight the data calendar in the holiday-shortened trading week. The Producer Price Index (PPI) is expected up 8.2% year-over-year with core PPI forecast to be 6.6% higher than a year ago. Those would be the highest readings on record for the methodology adopted in 2010.
  • The U.S. Federal Reserve will release the Beige Book report on Wednesday.

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Throwing Money Into A (Jackson) Hole

Aug 30, 2021

By Ben Norris, Securities Research Analyst, Associate Vice President

Each year economic policy makers descend on Jackson Hole, Wyoming to discuss a variety of economic policy issues and present their ideas for the future of monetary policy. This year’s theme was “Macroeconomic Policy in an Uneven Economy,” a reference to the difficulty of shaping policy during a global pandemic. The highlight of the event is generally a concluding update from the Fed Chairman that summarizes the current thinking of the central bank.

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Three Things to Know & Watch

Aug 30, 2021

By Bill Hornbarger, Chief Investment Officer

Three Things to Watch

Despite it being the end of summer vacation season, this should be a busy week with plenty to focus on:

  • Key economic reports due this week include consumer confidence, the ISM report on manufacturing, and the August employment report. Consumer Confidence (Tuesday) is expected to slide from last month’s reports on the recent Covid news. ISM manufacturing (Wednesday) is expected to remain strong (consensus estimate 58.5) and above 55 for the seventh consecutive month.

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Three Things to Know & Watch

Aug 23, 2021

Three Things to Watch

  • All eyes will be on the Federal Reserve Bank of Kansas City’s Annual Jackson Hole policy symposium Thursday through Saturday. The theme this year is “Macroeconomic Policy in an Uneven Economy”. Two themes to keep an eye on include:
    • Tapering – Will the Federal Reserve offer a road map on the tapering of bond purchases (currently $120 billion/month)? Fed Chairman Jerome Powell speaks Friday afternoon and market participants expect him to provide some clarity on timing and amounts.

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Message in a Bobble

Aug 23, 2021

By Pete Biebel, Senior Vice President

The market was juggling several significant concerns as last week began. In addition to the growing threat of the Covid Delta variant, the market suddenly had a couple new balls in the air: Afghanistan and a slowing economy in China. Stocks opened lower last Monday, but the market quickly regained focus and was able to ignore the distractions and resume its performance by climbing to slightly higher new highs on both the Dow Jones Industrial Average (DJIA) and the S&P 500 Index (SPX) later that day.

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Investment Insights Monthly – August 2021

Aug 18, 2021

By Bill Hornbarger, Chief Investment Officer

 

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If You Build It, They Will Come

Aug 17, 2021

By Ben Norris, Securities Research Analyst, Associate Vice President

While markets are traditionally quiet during the summer, a relentless cycle of market-moving news has kept things interesting since June. Each day seems to bring new developments around the Federal Reserve’s next policy decision, the Delta variant of Covid, or now the collapse of the Afghan government. Some headlines are more relevant to markets than others but that doesn’t stop financial media from waxing on the latest reason to buy or sell stocks.

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Three Things to Know & Watch

Aug 16, 2021

By Bill Hornbarger, Chief Investment Officer

Three Things to Watch

  • The markets are deep into summer doldrums. However, minutes from the Fed’s last meeting will be released on Wednesday and investors will parse them for any clues on the Fed’s plans for tapering of bond purchases and changes to monetary policy. Market participants expect some clarity on tapering at the Jackson Hole symposium later this month.
  • The consumer will be in focus this week as retail sales are released on Wednesday and a number of retail-oriented companies will release earnings including Walmart,

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