Section
Consumption
83 posts
Tariffs Don't Inflate First — They Deflate. Then They Burn.
A new San Francisco Fed study maps the hidden timeline of tariff-driven inflation — and the findings challenge everything investors think they know.
Conflicting Data, Conflicting Results
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Is inflation rising or falling? Is unemployment solid or…
Affordability & Ten-Year Treasury Yields
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree The mid-term elections are still…
No Rate Cut Wednesday
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Life in the Fast Lane: When Markets Lag the Economy — Citadel Securities
In Life in the Fast Lane1, Frank Flight of Citadel Securities sets out to challenge a market that,…
The Short and the Long: Citi Wealth’s Macro Playbook for Early 2026
Citi Wealth opens its 2026 outlook with a deliberate tone shift. This is not a call for reinvention,…
Five Questions for 2026: Where Consensus Cracks and Capital Concentrates — Carlyle
Each January, Carlyle resists the temptation1 to publish a point forecast. Instead, it asks questions—because, as Jason Thomas…
What Aren’t the Markets Considering for 2026?
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree While the breaking news regarding…
Money Velocity Picks Up: Why Investors Should Care
by Jeffrey Roach, PhD, Chief Economist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. As…
Confidence Down, Sales Up. Here’s How it Makes Sense
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The consumer’s under a microscope lately, with job…
What investors should know about Canada’s new budget
by BeiChen Lin, Russell Investments Key takeaways Canada’s 2025 budget shows an expected total deficit of nearly $80…
Making Sense of Canada's 2025 Federal Budget
Here’s a breakdown of what Ottawa’s 2025 Federal Budget1 means in plain English — for families, individuals, and…
Northern Trust: U.S. Spending Divergence—High-income consumers are fueling economic strength.
by Ryan Boyle, Senior Economist, Northern Trust The gap between the haves and have-less is clear when boarding…
Disruptive Thoughts
by John Mauldin, Mauldin Economics Resistance Was Futile Gradual or Sudden Asymmetric Gains I Need Your Help My…
Wesbury: Monetary Musings
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…