Section
Consumption
70 posts
Disruptive Thoughts
by John Mauldin, Mauldin Economics Resistance Was Futile Gradual or Sudden Asymmetric Gains I Need Your Help My…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Wesbury: Monetary Musings
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
China Tries To Curb Competition Excess capacity leads to excessive competition.
by Carl Tannebaum, Chief Economist, Northern Trust Excess capacity leads to excessive competition. I learned a new English…
RBC Economics: Five Disruptors Shaping the U.S. Economy
The U.S. economy isn’t following the script. Rates are high, but unemployment hasn’t spiked. Tariffs are at century-long…
Why Keynes’ Economic Theories Failed In Reality
by Lance Roberts, RIA A recent post from Daniel Lacalle, “How Keynesians Got The US Economy Wrong Again,”…
Take the Long Way Home: Is Housing Bottoming?
The housing market remains out of sync with the broader economy as affordability is depressed, but an improvement in supply and demand dynamics might be on the horizon.
The economy's case for lower rates
by Eugenio J. Alemán, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. We…
Global Crosswinds, Local Shakeups: What AllianceBernstein Sees Ahead for 2025
If you’re feeling like the world’s spinning a little off-kilter these days—you’re not alone. According to AllianceBernstein’s latest…
Not So Hot
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Separating Signal from Noise: Strategies for Equity Growth Investors
by Thorsten Winkelmann, Chief Investment Officer—European and Global Growth Equities, & Marcus Morris-Eyton, Portfolio Manager—European and Global Growth…
The Consumer Hangs In
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Amid changing policy dynamics, fluctuating markets and…
Will the Consumer Wobble?
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments The April correction was caused by policy –…
Recalibrating Risk: Why Markets Are Rethinking the Recession Narrative
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “Contrary to Goldman Sachs, which gave a…
Goods Trade: Delayed Aggravation
by Ryan Boyle, Senior Economist, Northern Trust Expect to see supply gaps in the months ahead. Traveling last…
Confidence Shaken, But Not Yet Spent: RBC Economists Decode the Resilience—and Risks—In Canadian Consumer Behaviour
Despite cratering consumer confidence, Canadian shoppers have yet to fully close their wallets. That’s the key takeaway1 from…
