Section
Consumption
82 posts
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,…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
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…
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…