
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...
What Should the Fed Do? How About Nothing?
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios For the first time…
December 11, 2023
Disinflation, Not Deflation
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios New home prices are…
December 4, 2023
Growth Vs. Value Investing
by Bob Carey, Chief Market Strategist, First Trust Portfolios View from the Observation Deck We update this post…
December 3, 2023
Argentina: Is the Pendulum Swinging, Again?
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios When Argentina entered the…
November 27, 2023
A snapshot of bond valuations
by Bob Carey, Chief Market Strategist, First Trust Portfolios View from the Observation Deck Today’s blog post is…
November 8, 2023
Government Is Too Darn Big
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Two weeks ago, the…
November 6, 2023
It’s the Same Bear Market
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios The S&P 500 closed…
October 30, 2023
Brian Wesbury: US Fiscal Policy: A Looming Reckoning
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
October 2, 2023
Higher Rates & A Shutdown On The Menu
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
September 18, 2023