Section
Economy
4412 posts
Bearish Investor Sentiment Eases, but So Do the Bulls
by George Smith, Portfolio Strategist, LPL Research Additional content provided by John Lohse, CFAÂ Recent Survey Results The…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Shifting Liquidity Dynamics a Potential US Equity Headwind
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management The post-global financial crisis tailwinds of ample liquidity,…
Global Economic Outlook: The Great Wall
by Carl Tannenbaum, Vaibhav Tandon, Ryan Boyle, Northern Trust President Trump has been a vocal admirer of Chinaâs…
Above the Noise: Policy uncertainty persists
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Timing the market - The marketâs best days almost…
Powell Downplays Progress, Risks Becoming Trumpâs Scapegoat
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
The Death Cross And Market Bottoms
by Lance Roberts, RIA In financial markets, few technical patterns generate as much attention and anxiety as the…
Jurrien Timmer: Twilight of The Bull
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Testing Resistance Itâs now week…
Looking Both Ways Through a Cold Streak
by Cole Smead, Smead Capital Management My Father was a financial risk taker in zero-sum and negative-sum gambling…
Early Impacts of the Trade War
by Jeffrey Kleintop, CFAÂŽ Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Anatomy of a US Treasury Sell-Off
by Scott DiMaggio, CFA, HeadâFixed Income, AllianceBernstein The bond market has been extremely volatile the past couple of…
Neuberger Berman: Fixed Income Investment Outlook Q2 2025
by Fixed Income, Neuberger Berman Riding Out the Storm The Trump administrationâs announced tariffs have introduced new turbulence…
Near Zero Q1, Uncertainty Ahead
by Brian S. Wesbury â Chief Economist & Robert Stein, CFA â Deputy Chief Economist, First Trust Portfolios…
Buried Treasuries
by Shannon L. Saccocia, CFA, Chief Investment OfficerâPrivate Wealth, Neuberger Berman Why U.S. government bonds had a scare,…
When Policy is The Problem: Uncertainty as Macroeconomic Shock Doctrine
In a sweeping new report, Goldman Sachsâ US Economics Research teamâled by Jan Hatzius, Jessica Rindels, Manuel Abecasis…
The US Needs to Regain Credibility
by Hubert Marleau, Market Economist, Palos Management April 18, 2025 Last week, I wrote: âTrump said that he…
