Section
Economy
5184 posts
Quick Thoughts: A helpful ceasefire, but a fragile pause
The US-Iran ceasefire has lifted markets; however, Franklin Templeton Institute’s Stephen Dover explains why this looks more like a relief rally rather than a definitive resolution. He also discusses where he sees possible opportunities ahead.
Behind the Charts: Is the Energy Trade Running Out of Fuel?
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways Energy equities have surged to historically strong…
KKR's McVey: Muddle Through, Not Meltdown — But Don't Get Comfortable
Henry McVey and KKR's Global Macro team have updated their U.S. forecasts in response to the Iran conflict, Strait of Hormuz disruption, and compounding macro crosscurrents. The base case is not catastrophe — but the distribution of outcomes has widened, traditional diversification is breaking down, and markets may be materially underpricing the risks ahead.
Helium Is Elementary
A light element has a heavy industrial need.
The Economy Takes Multiple Shocks in Stride
LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
S&P 500 Outlook: The 8.2% Rally & What Comes Next.
by Lance Roberts, RIA Over the last few weeks, we have published real-time market commentary as the correction…
Market Ethos: Navigating the Noise
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Most would likely agree the world…
Iran war: What’s driving market sentiment?
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Many assumed…
Rate Cuts on Backburner
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios If you expect Kevin…
Money Growth and Oil Renew Inflation Risks
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The market remains remarkably resilient, but I have expressed…
Don't Trade the Headlines. Watch These Two Things Instead
Forward-looking analysis of the week's most important investment themes
The Worst-Case Scenario is Off the Table, Bringing Global Relief
by Hubert Marleau, Market Economist, Palos Management Under condemnation from the American people, allies, and even the Pope,…
The Party Always Ends—How to Build a Portfolio for The Morning After | Meb Faber
Listen on The Move The party always ends — and Meb Faber, one of the most data-driven…
Gambler's Blues: Betting Isn't Investing
Gambling is rising in popularity, blurring lines between betting vs. investing. Misunderstanding the key differences can endanger financial security.
Jurrien Timmer: Bent Not Broken
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Bent Not Broken Stress levels…