Markets

Markets

Just Drink It & Chill

Insight Markets Outlook
by Lance Roberts, Clarity Financial We know the term “drinking the Kool-Aid” is dangerous. But it’s much more than cult leaders convincing followers to drink it. The financial ...
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Weekly Briefing: Floating Castles (and Bonds)

Insight Markets Outlook
by Blaine Rollins, CFA, 361 Capital While the majority of the financial world has its focus on every move in Washington D.C., there is another very important development ...
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Todd Mattina: The Trump Reflation Trade

Insight Markets Outlook
Todd Mattina, Chief Economist and Strategist on the Mackenzie Investments' Asset Allocation Team, discusses macroeconomic conditions and the Trump reflation trade. Transcript/Notes • So the Trump reflation trade ...
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Bond investors: Don’t fear the Fed

Bond Yields Bonds Fixed Income Insight Markets Outlook
How diversified credit portfolios can help defend against rising interest rates by Rob Waldner, IFI Chief Strategist; Joseph Portera, CIO, High Yield and Multi-Sector Credit; and Mike Hyman, ...
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Is Now Like 1987? (Part 2)

Insight Markets Outlook US Stocks
by Ryan Detrick, LPL Research Last week, we took a look at the Dow 10-day win streak and why it wasn’t as scary for future returns as many ...
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Jeffrey Saut: "Jesse Livermore"

Insight Markets Outlook US Stocks
by Jeffrey Saut, Chief Investment Strategist, Raymond James Jesse Livermore was one of the legendary icons of Wall Street speculation. Known as the “boy plunger,” because he began ...
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Earnings Update: Five Observations

Earnings Insight Markets Outlook US Stocks
by Burt White, Chief Investment Officer, LPL Financial KEY TAKEAWAYS Fourth quarter earnings season has not been a blowout by any stretch, but growth has been solid and ...
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Tony Blair’s Democratic Insurrection

Brexit Insight Markets Outlook
by Anatole Kaletsky, Gavekal Dragonomics, via Project Syndicate LONDON – Former British Prime Minister Tony Blair’s recent call for voters to think again about leaving the European Union, ...
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The Misplaced Animosity toward Imports

Currency Insight Markets Monetary Policy Outlook
The Misplaced Animosity toward Imports by Marc Chandler The mercantilistinclination by the Trump Administration makes it seem as if exports are good and create jobs and imports are ...
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This Natural Gas Opportunity Is Years in the Making

Canadian Market Energy & Natural Resources Insight Markets Oil and Gas Outlook Stocks
by Frank Holmes, CIO, CEO, U.S. Global Investors This week I was in beautiful Argentina with a diverse team of investors and mining executives, including my good friend ...
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Cracking Oil

Energy & Natural Resources Insight Markets Oil and Gas Outlook
CRACKING OIL by John Canally, Chief Economic Strategist for LPL Financial KEY TAKEAWAYS Overall U.S. oil consumption is still below its 2007 peak. Changes in U.S. oil demand ...
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Does 10 in a row equal 1987?

Insight Markets Outlook US Stocks
by Ryan Detrick, LPL Research The Dow is up an incredible 10 days in a row, for the longest winning streak since March 2013. What makes the win ...
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Asia Stumbles, Europe Recovers, Waiting for Trump

Currency Insight Markets Monetary Policy Outlook
Asia Stumbles, Europe Recovers, Waiting for Trump by Marc Chandler The late recovery in US equities before the weekend did little good for Asian markets. Nearly all the ...
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This Natural Gas Opportunity Is Years in the Making

Insight Markets Outlook
by Frank Holmes, CIO, CEO, U.S. Global Investors Share this page with your friends: Print Please note: The Frank Talk articles listed below contain historical material. The data ...
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Macroeconomics and Psychology

Currency Insight Markets Monetary Policy Outlook
Macroeconomics and Psychology by Marc Chandler There is a broad consensus around the macroeconomic picture. The headwinds slowing the US economy in H1 16 have eased, and above ...
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