Section
Economy
4212 posts
What's Ahead for China in 2025?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Did markets overreact to the December US jobs report?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Jobs and wages - The US economy experienced…
Health check: How is the global economy holding up? Canada?
by Paul Eitelman, Russell Investments Executive summary: Canadian equity markets took the resignation of Prime Minister Justin Trudeau…
Staying nimble and diversified: Capitalizing on income opportunities in 2025
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors While the US economy proved more resilient…
NBI CIO Office: Optimism and Challenges in Global Markets
Optimism and Challenges in Global Markets The financial landscape of 2024 offered a dynamic blend of exceptional gains,…
2025 focus themes: fiscal headaches, monetary prudence, productivity and volatility
by Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income As 2025 gets underway, I want to highlight…
What We're Worrying About
We identify four categories of risks to the growth outlook. by Carl Tannenbaum, Chief Economist, Northern Trust It…
New Year, Same Bull Market?
LPL Research discusses why they believe investors should give the bull market the benefit of the doubt. by…
Economic Resilience Meets “Higher for Longer” Rates
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
The Meaning of a Dramatically Steeper Curve
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments As we enter 2025, the yield curve is…
Jurrien Timmer: Bull Runs to Bond Yields: The Trends Shaping 2025’s Investment Landscape
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company A happy new year to all…
Investor Resolutions For 2025
by Lance Roberts, RIA I publish an updated version of my New Year “investor” resolutions yearly. The purpose of the…
Bond Vigilantes Strike Back: The Fed's Dilemma and What It Means for Investors
by Hubert Marleau, Market Economist, Palos Management January 10, 2025 Based on metrics that we usually rely on…
Howard Marks: On Bubble Watch
by Howard Marks, Vice-Chairman, Oaktree Capital Exactly 25 years ago today, I published the first memo that brought…
Bonds are boring… and that’s a good thing!
by Doug Drabik, Fixed Income, Raymond James The most celebrated and watched markets on the planet are the…
