Insights
22/09/2023 Key Takeaways Headwinds are building for the consumer High borrowing rates are reaching a pain point Labour market strength is waning This weekend marks the arrival of fall! The turning point in the year where the days grow shorter, nights...
Key Takeaways Rising oil prices are a key risk for the Fed Labour market rebalancing is good news for the Fed No hike in September, but another hike is still possible The Energiser Bunny! That’s the term that best describes the U.S. economy. Despite...
Key Takeaways Start saving for your retirement early Staying the course will lead to better outcomes Be mindful of age-appropriate asset allocations Happy National 401(k) Day! Did you even know there was a day dedicated to celebrating saving for...
Financial literacy is a gift that lasts a lifetime. Our current economic circumstances are full of teachable moments we can and should share with our children. After all, they’re probably not learning these topics in school. Only four in 10...
01/09/2023 By Jeremy Batstone-Carr, European Strategist, Raymond James UK “Turning and turning in the widening gyre. The falcon cannot hear the falconer” — W.B Yeats, The Second Coming August usually delivers its fair share of news even as the...
Key Takeaways Growth boost is likely to prove short-lived Weaker growth will drive Treasury yields lower Still cautious on equities near term Happy Labor Day! This weekend marks the ‘unofficial end’ to summer – the last weekend to squeeze in another...
31/08/2023 4 ways you can ward off relaxation-induced anxiety. Have you heard the term “stresslaxation” before? It affects some people, especially high performers, who have a hard time relaxing. It strikes when they’ve finally taken time away from...
25/08/2023 Key Takeaways It’s premature to call off a recession Lower shelter costs will ease inflationary pressures Treasury supply dynamics caught the market by surprise “Toto, I’ve a feeling we’re not in Kansas anymore.” This famous phrase from...
22/08/2023 Practice makes perfect when it comes to retirement. Are you ready to retire? Are you sure? Think about it before you say, “Yes!” Most of us really look forward to the idea of well-deserved, unstructured free time. A time to do exactly what...
18/08/2023 Key Takeaways Consumer remains healthy but spending is shifting Earnings recession has likely bottomed Margins are likely to remain resilient Summer is quickly coming to an end, and while the official end of the season doesn’t arrive until...
15/08/2023 Where should you meet? What should you discuss? Who should be there? Consider these suggestions. Estate planning is more than just sharing wealth – it also includes the passing down of your family’s values and history to the next...
11/08/2023 Key Takeaways Tailwinds to consumer strength are fading Labour market cracks are becoming evident Higher borrowing costs a headwind for capex plans Planes, trains, and automobiles! That’s what this summer’s travel season has felt like for...
08/08/2023 Familiarise yourself with these common swindles. 1. Compromised bank account scam You receive a call or email from someone claiming to be from a financial institution saying that your financial accounts are at risk of fraud. They instruct...
04/08/2023 Economy likely to start cruising at a lower altitude Gravity is setting in on equity valuations Soaring stocks entering a weak seasonal period Happy August! As sky gazers and astronomy enthusiasts know, August is the best time for...
01/08/2023 By Jeremy Batstone-Carr, European Strategist, Raymond James UK “Take nothing on its looks; take everything on evidence. There is no better rule” — Charles Dickens July has proved a strong month for investors in the financial markets...
28/07/2023 Strike activity remains muted by historical standards Strike-related wage deals not likely to sway the Fed Corporate margins have room to absorb wage increases Record-breaking heat waves dominate the news headlines, with 2023 shaping up to...
