Section
Economy
5225 posts
A Robot Economy: Who Gets Rich, Who Gets Left Behind
by Lance Roberts, RIA Robots are coming to the economy. It is inevitable, really, and there is nothing…
April stock advance: Markets reflect resiliency
by Brian Levitt Chief Global Market Strategist and Head of Strategy & Insights Key takeaways In recent years,…
Why TC Energy Is Quietly Becoming One of Canada’s Strongest Large-Cap Stocks
by SIACharts.com TC Energy Corp. is currently ranked #13 within the SIA S&P/TSX 60 Index Report, supported by…
Why Energy-Driven Inflation Has the Fed Watching Expectations, Not Just Prices
By Sam Millette, Director of Fixed Income at Commonwealth Financial Network For the Federal Reserve (Fed), the real…
The Inflation Diversification Problem: Why the 60/40 Playbook Is Breaking Down Again
Man Group's Edward Cole makes the case for equity market neutral strategies as the more durable diversifier in a world where bonds can no longer be trusted to protect portfolios.
Fed Bias Shifts and Earnings Reinforce Bullish Outlook
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The Federal Reserve held rates steady as expected last…
W’s to V’s: Dip-buying in Market Recoveries
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Pavlovian conditioning, discovered by giving dogs…
Wesbury: Chairman in Name Only
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Canada's Economy Holds Its Ground: February GDP Points to Quiet Resilience
Canada's economy continued to find its footing in February, with real GDP rising 0.2% — a result that…
A Maelstrom of Factors in the Midst of a “Drôle de Guerre”:
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “It is plausible that the record-breaking rally…
The Bill You Didn't Know You Were Running
AI's Energy Footprint Is Larger, Dirtier, and Less Transparent Than Anyone Is Telling You
Semiconductors: Where AI Demand First Becomes Visible
by SIACharts.com The artificial intelligence cycle may be observed initially through semiconductor markets, where computing demand tends to…
Five things the new Fed Chair should know…but might not
Richard Bernstein, Global Head of Macro & Customized Investing, flags five key aspects of the deglobalization and inflation backdrop that suggest the Fed may be using an outdated playbook, including its 2% inflation target.
Above the Noise: FOMO isn’t about ignoring risk
by Brian Levitt Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways The “fear…
Timmer: Juxtapositions
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Thank you, Charleston I spent…