Section
Economy
4235 posts
Trump’s Agenda
by Hubert Marleau, Market Economist, Palos Management January 24, 2025 A Libertarian Address is an Ode to a…
Canada’s Inflation Rate, U.S. Bank Earnings, AI’s Next Wave
by The Editor's Desk, AGF Investments A mid-week analysis of what’s happening in global financial markets from the…
Natural Resources: supplying the critical commodities for global growth in 2025 and beyond
by Daniel Sullivan, Head of Global Natural Resources, Portfolio Manager, Janus Henderson In the evolving landscape of global…
Earth, Wind, and Fire
by Carl Tannenbaum, Chief Economist, Northern Trust Rebuilding is the first of many challenges from natural disasters. The…
Just How “Rich” Is U.S. Credit
by Kevin Flanagan, Head, Fixed Income, WisdomTree Key Takeaways Investment-grade (IG) and high-yield (HY) spreads, at +80 basis…
Multi-Asset 2025 Outlook: Expanding Horizons
by Caglasu Altunkopru & Aditya Monappa, AllianceBernstein As growth extends to more regions, we see expanding opportunities across…
The 60/40 Model and The Elephant in the Room
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Are Return Expectations For 2025 Too High?
by Lance Roberts, RIA In a recent post, I discussed Wall Street’s return estimates for 2025 for the…
Inflation Tames, Economy Gains: A Resilient Start to 2025
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Stephen Dover: Trump day 1–Implications for investors
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Yesterday, Donald Trump was inaugurated…
Jurrien Timmer: Life is a Festival of Disruption (Week of 1/21/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Remembering the Great David Lynch…
No More Trailers, Its Show Time
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Trump 2.0 starts next week, and everyone is sure…
Tactically Bearish As Risks Increase
by Lance Roberts, RIA In last week’s discussion with Thoughtful Money, I noted that we are becoming more…
Bonds – The dual benefit
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Periodic Table of Commodities Returns 2024
by Frank Holmes, CEO, CIO, U.S. Global Investors At the start of every year, we publish our popular…
