Section
Economy
5298 posts
PIMCO's 2026 Secular Outlook: Rupture Is Not Transition — and the Bond Case Has Never Been Stronger
by AdvisorAnalyst.com Editorial Staff The world is not adjusting. It is breaking. That is the central, unambiguous message…
The Ten Laws of AI Investing: Morgan Stanley's Framework for the Decade Ahead
by AdvisorAnalyst.com Editorial Team Three years ago, artificial intelligence was a curiosity. Today it is a capital allocation…
Market Ethos: IPOs, Oil and Gold
by Craig Basinger & Derek Benedet, Purpose Investments Conversations with investors during client events and advisors from one…
Falling Oil Prices Reinforce Bullish Outlook
by Professor Jeremy Siegel, Senior Economist, WisdomTree As we go to press, fighting in the Mideast has escalated,…
Is Productivity Growth Picking Up?
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
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
Canada's Economy Is Bruised, Not Broken — But the Map Has Fractured
RBC Economics' Q2 2026 Quarterly Canadian Outlook, led by Chief Economist Frances Donald, delivers a diagnosis that cuts through the noise: headline GDP numbers are lying to you.
Banks Have Earned the Right to Be Bolder. The Question Is Whether They'll Use It.
Boston Consulting Group’s 2026 Future of Finance report lands with a clear verdict: financial institutions had their best year since the global financial crisis. Now comes the harder part.
Inflation’s Siren Call and the IPO Market Weighs
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “Unfortunately, mounting inflation, stemming from higher tariff…
When the AI Bubble Bursts, Don't Count on the US Consumer
Man Group's latest Views from the Floor surfaces a structural crack hiding in plain sight — and it has nothing to do with semiconductors.
Value's Moment: Canada, Tariffs, and the Case for Stock Picking
Richard Wong of Mackenzie's Cundill boutique on why valuation is back, where to find opportunity in Canada, and how to think about AI without the hype.
Is Bad News Already Priced into the Bond Market?
LPL Research analyzes bond markets as yields rise, exploring Fed policy expectations, inflation trends, and whether bad news is already priced into Treasuries.
Bank of Canada Holds Again — But the Calm Has a Cost
RBC's Claire Fan unpacks the BoC's fifth consecutive hold and what the silence between the lines actually signals.
Three Rules, One Signal: Driving With One Eye on the Mirror
Riverfront's Kevin Nicholson says the market is still investable — but the easy part of the rally may be behind us
Fertilizer and Food
A break in fertilizer supplies will be felt around the world.
IPOs, Rate Uncertainty, and the Economy's Mixed Signals
The hype is real. The numbers are staggering. But according to Schwab's Liz Ann Sonders and fixed income…