Section
Consumption
98 posts
Jeff Weniger: Big Wall of Worry, Fears, No Bubble. Not Yet.
Listen on The Move What if the firm disrupting the ETF industry launched 197 funds in its…
Canada's Tariff Stress Test: Resilient, Not Invincible
In a recent episode of The Open Outcry Podcast, BMO Global Asset Management's Bipan Rai sits down with…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Food Price Pressure in Canada: More Than a Grocery Problem
The cost of feeding a family in Canada has become one of the most persistent and politically charged…
Section 338 and the Next Phase of the Trade War: What RBC Economics Sees Coming
The U.S.-Canada trade conflict has entered a new chapter, and the terms are notably less ambiguous than before.…
The Fed Will Not Hike and Bond Prices Have Landed
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “There are several cross-currents at play like…
The Fed Is Standing Down: What GS' Hatzius Sees in the Data
Goldman Sachs chief economist Jan Hatzius published "Global Views: They're Not Hiking"1 on August 16, 2026, and the…
The Inflation Component Markets Chose to Ignore
A market braced for hawkish surprises got the opposite. Last week's inflation data — both CPI and PPI…
The Great Rotation: Momentum, Valuation, and the Emerging Opportunity Set
The investment landscape is undergoing a structural realignment — one that rewards diversification for the first time in…
The Eh-OK Consumer
by Craig Basinger, Chief Market Strategist, Purpose Investments Sneak peak – Our plan for next week’s ethos is…
From Energy to Metals: The Commodity Case Is Broadening
A Goldman Sachs research report published June 28, 2026, makes the case that the commodity diversification argument has not weakened following the Iran conflict resolution — it has evolved.
The K-Shaped Economy: Why The Middle Class Moved Up.
by Lance Roberts, RIA The K-shaped economy has become shorthand for a tidy story. The rich pull away…
Fertilizer and Food
A break in fertilizer supplies will be felt around the world.
Market Ethos: Inflation Deja Vu?
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Memories of the inflation spike in…
The Stagflation Narrative: What Doomers Get Wrong – Part II
by Lance Roberts, RIA The stagflation narrative dominating financial social media isn’t completely wrong. That’s what makes it…
The “Scarlet K”—A misleading consumption divergence story
The US outlook has been branded with a new scarlet letter: a K. The prevailing narrative describes a “K-shaped” economy overly reliant on consumption by high-income households. According to Franklin Templeton Fixed Income CIO Sonal Desai, that narrative is quite misleading. She notes that incomes have been rising broadly across the population and argues that the economy looks more resilient than the headlines suggest.