Weekly Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam.

Key Takeaways

  • Markets pricing in a more hawkish Fed
  • Consumers & businesses splurging for the big game
  • Retailers may boost 4Q21 earnings growth

Are you ready for the football finale? A potentially record setting 117 million fans are expected to tune in to see which city—Cincinnati or Los Angeles—has the will to win the big game. Even before kickoff, Sunday’s match-up is one for the record books. First, a Los Angeles victory would make for back-to-back years that a team wins the championship at its home stadium. Second, Joe Burrow could become the first #1 draft pick to lead his team to a title win in just two years. No matter the outcome, you can count on elite perseverance, discipline, and team work being on display—the same qualities needed for a successful investment strategy! Ahead of the showdown on Sunday, we draw a few additional parallels between the game’s terminology and the state of the economy and financial markets.