Section
Economy
4654 posts
Trump Wins Big One-Sided Trade Deals, But Inflation Is the Fly in the Ointment
by Hubert Marleau, Market Economist, Palos Management August 1, 2025 The U.S. has been transformed into a high-tariff…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Cole Smead: Googling Earnings Quality
by Cole Smead, CEO, Portfolio Manager, Smead Capital Management Dear fellow investors, A wise man once said that…
Where to invest on the yield curve
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
BMOâs Q3 2025 Playbook: Lean Into the Rally, But Keep One Eye on the Risks
If BMO Global Asset Management has one mantra heading into the back half of the year, itâs simple:…
Turbulence in Global Markets Amid Trade Policy Shifts
by SIACharts.com Global equity markets are contending with growing uncertainty, driven by a volatile mix of shifting investor…
Soft Landing in SightâWill Central Banks Sit Tight?
by BeiChen Lin, Russell Investments Key Takeaways ECB sticks to 2% Trade deals agreed ahead of August 1…
Hot And Sour
A period of slower growth and increased uncertainty lies ahead.
Remembering Kevin McCreadie: A Legacy of Leadership, Loyalty, Level-Headed Investingâand a Current Take on Markets
When someone like Kevin McCreadie leaves us, it's not just a professional lossâitâs deeply personal. That sentiment echoes…
From FANG to FOMO
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments Everyone loves a great story. A proper tale…
Q2 Rebound is No Big Deal
by Brian S. Wesbury â Chief Economist & Robert Stein, CFA â Deputy Chief Economist, First Trust Portolios…
Weakness in housing ups the ante
by Eugenio J. AlemĂĄn, Chief Economist, Raymond James Chief Economist Eugenio J. AlemĂĄn discusses current economic conditions. The…
Uncertainty Squared
by John Mauldin, Mauldin Economics Collective Thinking Thoughts on Tariffs and Inflation Front Running âThe Only Viable Toolâ…
US rally relievesâbut does not reassure
US equities underperformed global markets in the first six months of 2025, but continue to trade at a premium to foreign markets. ClearBridge Investments outlines the case for global diversification.
Tariff Headwinds Manageable as AI and Earnings Drive Gains
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Above the Noise: Fed chair, rising prices, and policy winners
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Fed independence matters -Â If markets perceive the Federal Reserve…
