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Economy
3090 posts
Market Focus Moves from the Fed to Financial Crisis
by Brad McMillan, CIO, Commonwealth Financial Network Yesterday, the Fed completed its regular meeting and announced that it…
On My Mind: Don’t bank on it
by Sonal Desai, Ph.D.., Chief Investment Officer, Franklin Templeton Fixed Income Financial markets seem to have returned to…
“Not QE” Puts Fed Between A “Rock And A Hard Place”
by Lance Roberts, RIA “QE” or “Quantitative Easing” has been the bull’s “siren song” of the last decade,…
Under Pressure: Fed Hikes in Face of Bank Turmoil
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Despite new threats…
Quick Thoughts: Banking, inflation, and the Fed: Where do we go from here?
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Banking turmoil…
The More Things Change, Part II
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman Banking stresses may have tightened conditions enough for policymakers…
MFS' Nicholas Paul: The Case for Global Small- and Mid-Cap Stocks
Nicolas J. Paul, CFA, Equity Portfolio Manager & Institutional Portfolio Manager at MFS Investment, highlights the compelling case…
Wesbury: Heading Toward a National Bank?
by Brian S. Wesbury – Chief Economistm & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Schwab Market Perspective: Ups and Downs
by Liz Ann Sonders, Jeffey Kleintop, Kathy Jones, and Kevin Gordon, Charles Schwab & Company Ltd. Lately it's…
Tech Talk for Monday March 20th 2023
Pre-opening Comments for Monday March 20th U.S. equity index futures were mixed this morning. S&P 500 futures were…
Thousand-Word Equivalents
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Job Openings Working Past 65 COVID Retirement Boom Investing…
Consensus View Of “No Recession.” Could It Be Wrong?
by Lance Roberts, RIA Could the consensus view of a “no recession” scenario be wrong? As portfolio managers,…
No 2008 redux, but recession coming
by Blackrock Investment Institute Highlights: 01 The market gyrations are not rooted in a banking crisis, but in…
Doubleline's Jeffrey Sherman: "I think they should pause"
According to Jeffrey Sherman, Deputy CIO at DoubleLine Capital, the Federal Reserve should pause its cycle of rate…
Quick Thoughts: Banks and the butterfly effect—the global ramifications
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Financial market…
