Section
Economy
4297 posts
Denise Chisholm: Gov't Spending - Noise or Signal?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments February 21, 2025 Given recent headlines, investors have…
US uncertainty, German elections top global market news
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways FOMC - Minutes from the Federal Open Market…
Estimates By Analysts Have Gone Parabolic
by Lance Roberts, RIA Just recently, S&P Global released its 2026 earnings estimates, which, for lack of a…
The New Magnificent Seven?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Tariffs make industries less competitive
by Eugenio J. Alemán, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. Back…
Seasonal Challenges With Economic Data
by Carl R. Tannenbaum, Chief Economist, Northern Trust Seasonal adjustments have limitations. At this time of year, those…
Jurrien Timmer: The Heat is On
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Breaking Eggs to Make an…
Inflation and DOGE
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Tariff Uncertainty Looms
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
What scares the S&P 500?
by Roderick Mackenzie, Tom Becker, BlackRock Quick Read Equity option market pricing offers a unique way to quantify…
The Stock Market Took a Breather
by Hubert Marleau, Market Economist, Palos Management February 21, 2025. I ended last week’s commentary with 2 notes:…
Unpacking 2025 with Fidelity’s Ilan Kolet
As markets charge into 2025, investors and advisors are grappling with a complex web of macroeconomic forces—policy uncertainty,…
Strategic Asset Allocation 2025: A 3-to-5-Year Perspective of Markets
by George Smith, Portfolio Strategist, LPL Research As we move deeper into 2025, LPL Research's Strategic and Tactical…
NBI CIO Martin Lefebvre: Conflicting Forces
The market may look stable on the surface, but beneath it lies a swirling storm of conflicting forces.…
Beata Caranci: Addressing Issues Impacting the Economic and Financial Outlook
by Beata Caranci, SVP & Chief Economist, & James Orlando, CFA, Director & Senior Economist, TD Economics Our…
