by Greg Valliere, AGF Management Ltd.
Timely insights from inside Washington.
This post was first published at the AGF Perspectives Blog.
Related Posts
Midyear Market Crossroads: AGF Experts on What’s Next for 2025
The Market’s Hitting Records. The Outlook? Still a Mess. Markets may be pushing all-time highs, but don’t let…
7 Key Market Insights From a Wild Week
LPL Research analyzes an eventful week for markets, discussing potential Fed actions, the recent jobs report, earnings season, and more.
Frenzied Speculation in U.S. Stocks
How to Exploit or Protect Against It
Bond Markets Reach a Turning Point
Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon.
On My Mind: A tax by any other name
Recent US preliminary trade agreements mark a significant turn in the trade wars, highlighting the substantial fiscal impact of increased tariffs. These changes introduce a shift toward indirect taxation, potentially easing long-term fiscal challenges, while also complicating monetary policy decisions amid mixed economic signals. Franklin Templeton Fixed Income CIO Sonal Desai explains what this means for investors going forward.
Wall of Worry? Small Caps Are Climbing It
by SIACharts.com It has been quite a week in the markets this past week. With the continuing trade…
BMO’s Q3 Strategy Shift: Why Diversification Is No Longer Optional
On a recent latest Views from the Desk1 episode, Michelle Allen of BMO ETFs welcomed back Bipan Rai,…
Stay Long Tech and Growth
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses resiliency in the tech…
