Section
Economy
5336 posts
More Crude, Less Concern: Goldman Sachs Cuts Recession Risk as Oil Shock Fades
Jan Hatzius sees a cleaner macro path ahead, but the road remains narrow.
The 60/40 Is Not Dead. But Stagflation Demands a Smarter Version of It.
Duncan Lamont of Schroders maps a century of data and identifies the precise adjustments that tilt the odds in investors' favour.
The Everything Code: Raoul Pal's Framework for Why Debasement, Not Inflation, Is the Number That Matters
by AdvisorAnalyst.com Editorial Team Raoul Pal opens with a diagnosis most working professionals feel but few can articulate.…
The Business Of The World Cup
The tournament brings in roaring crowds and roaring revenues.
Rise of the Market Technician
by Craig Basinger & Derek Benedet at Purpose Investments In 1998, I finished the three CFA exams, often…
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
Jobs Report Masks a Still-Resilient Economy
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The June employment report’s headline readout was softer than expected, but…
Wesbury: America’s 3.5-Second Miracle
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios In 1852,…
The Market Melt-Up No One Trusts — And Why It May Keep Going
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote that “Acknowledging that the White House stands…
Denise Chisholm: The Midterm Effect - And Its Limits
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The four-year presidential cycle is one of the…
Jurrien Timmer: Decision Trees
by Jurrien Timmer, Head of Global Macro, Fidelity Investments Greetings from Shanghai, where the view (and people and…
Global Investment Outlook—Resilience
A look at the resilient global economy, evolving market opportunities, and key risks shaping the investment outlook.
Economic Resilience, Fading Inflation Supporting Value Rotation
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The sharp retreat in oil prices has dramatically altered the market…
Alan Greenspan, RIP
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
When Ripples Become Waves: Man Group's Midyear Warning for a Fracturing World
Markets are telling a story the data flatly refuses to confirm.
Is AI Inflationary or Deflationary?
AI may lower prices long term, but today’s surge in investment is straining supply—posing a near-term inflation challenge for markets and the Fed.