Section
Consumption
107 posts
The Family Fight Continues
Chicago Fed President Austan Goolsbee on why the data won, why the vibes stay bad, and what the…
Beyond the Commodity Cycle
A white paper on the investment case for global resource companies in 2026.
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.
Growth Holds, But the Tails Are Fat
In their October 2026 Cyclical Outlook 1, PIMCO Managing Director and Economist Tiffany Wilding and Chief Investment Officer…
Stable but Not Strong: AllianceBernstein's Q4 2026 Global Macro Outlook
The global economy enters the fourth quarter of 2026 on a foundation that is resilient but uneven, energy-pressured…
Record Wealth on Paper. Inflation Is Already Spending It.
Allianz Research's 2026 Global Wealth Report finds household financial assets at historic highs — but the real gains tell a more sobering story, and artificial intelligence is reshaping who captures what comes next.
Market Ethos: Hot in Herre
by Craig Basinger, Chief Investment Strategist, Purpose Investments Last week, we took a break from talking about yields…
The Kids Are Alright: What the Data Actually Says About Young People and Money
BCG's Centre for Macroeconomics delivers a counter-narrative on generational wealth that advisors and investors need to hear.
Energy Markets: Supply Risks Return to the Forefront
by SIACharts.com The energy sector has remained a focal point for investors in recent weeks as escalating tensions…
The One Thing We Haven't Talked About
by Ed D'Agostino, Global Macro Update, Mauldin Economics “Economic progress is the work of the savers, of the…
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…
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…