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Economy
3717 posts
Good to Great? The Case for Canadian Equities
by Mike Archibald, CFA®, CMT, CAIA, VP & Portfolio Manager, AGF Investments Inc. The Canadian stock market enjoyed…
April 25, 2024
Declaring Independence From the U.S.
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
April 25, 2024
Stocks can rise, even with higher rates
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why a higher rate…
April 23, 2024
Rising Treasury yields, falling oil prices, and hawkish talk from the Fed
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Hawkish talk intensifies - Last week brought hawkish…
April 23, 2024
Energy Stars Align
by Jeremy Lin, CFA, Portfolio Manager, Purpose Investments The oil market has been interesting lately and, to the…
April 23, 2024
Aubrey Basdeo: More Coupon, Less Duration
Listen on The Move In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at…
April 23, 2024
Wesbury: Continued Growth in Q1
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios The economy continued to…
April 22, 2024
Hot Commodities
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman We…
April 21, 2024
Navigating Disinflation: Market Implications
by Hubert Marleau, Market Economist, Palos Management April 20, 2024 As a rule, the Fed and the economy…
April 21, 2024
Gold, Inflation and the Fed
by John Lynch, CIO, & Team, Comerica Wealth Management Despite the year-to-date strength in equity prices, other market…
April 19, 2024
Revisiting Energy: How Rate Cuts Could Benefit the Space
by Quincy Krosby, PhD, Chief Global Strategist, Joshua Cline, Associate Analyst, LPL Research As the first quarter earnings…
April 19, 2024
Odds and ends
by Drew O'Neil, Fixed Income, Raymond James Drew O’Neil discusses fixed income market conditions and offers insight for…
April 17, 2024