INVESTMENT STRATEGY WEBINAR: KICKIN’ THE SAND OUT OF YOUR SHOES
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CIO Larry Adam reflects on the seven biggest lessons markets learned over the summer, including a broad view of inflationary pressures, the path of Fed tightening, and the future of energy prices.
1. Services Spending | The Summer of ‘Revenge Travel’
2. Technical Recession | Are We Actually in One?
3. Peak Inflation is Behind Us | Are We Out of the Woods?
4. Stronger Dollar | Impact on Inflation Going Forward
5. Fed Pivot? | The Fed Conundrum
6. Politics in Focus | A Look Into Upcoming Midterm Elections
7. Fixed Income Topic | Yield Curve Inversion
8. Resilient Equity Market | Price Recovery and Resilient Earnings
