Jobs, Coronavirus, and the Budget
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios In January, US payrolls…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
No Need for Fed Rescue
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios Fears about the coronavirus…
Quiet Year Ahead
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios The first Federal…
Look for Steadiness from the Fed
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios The Federal Reserve is…
Good News is Good News
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios A year ago, conventional…
Long Live the Bull Market
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios Last December, almost 12…
Jeffrey Saut: "I Should Have"
by Jeffrey Saut, Chief Investment Strategist, Raymond James “. . . A man has rigged up a turkey…
Don't Compare Stocks to GDP
by Brian Wesbury and Robert Stein, First Trust Portfolios LP The bull market in U.S. stocks, which started…
Bond Bull-Market Is Over
by Brian Wesbury and Robert Stein, First Trust Portfolios LP Bonds have been in a "bull market" for…
Fed Stays on Right Hiking Path
by Brian Wesbury and Robert Stein, First Trust Portfolios LP The Federal Reserve did what just about…
“Shiller P-E” Still Wrong Signal
by Brian Wesbury and Robert Stein, First Trust Portfolios LP For many years now a relatively large contingent…
Time for a Rate Hike
by Brian Wesbury and Robert Stein, First Trust Portfolios According to the futures market, there is a 38%…
4 Threats to Prosperity, Part 2
by Brian Wesbury, Chief Economist, First Trust Portfolios 4 Threats to Prosperity, Part 2 Thoughts on Trade Policy…
4 Threats to Prosperity, Part 1
4 Threats to Prosperity (Part 1) by Brian Wesbury, First Trust Portfolios - Conventional wisdom is up in…
The Plow Horse is Dead
Brian Wesbury, Chief Economist at First Trust Advisors L.P., shares his economic perspective and stock market outlook. Summary…
