Section
GDP
71 posts
The Family Fight Continues
Chicago Fed President Austan Goolsbee on why the data won, why the vibes stay bad, and what the…
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…
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.
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…
Market Ethos: Hot in Herre
by Craig Basinger, Chief Investment Strategist, Purpose Investments Last week, we took a break from talking about yields…
Investors are Watching Oil, Geopolitics and AI, but Mostly Growth
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “For sure, the market has been wacky…
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…
When Everybody Is on the Same Side of the Trade | David Rosenberg & Richard Bernstein
The AI Bubble, the Credit Market Signal, and What David Rosenberg and Richard Bernstein Own Instead
The 60/40 Is Not Dead. But Stagflation Demands a Smarter Version of It.
Duncan Lamont of Schroders maps a century of data and identifies the precise adjustments that tilt the odds in investors' favour.
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…
Canada's Economy Is Bruised, Not Broken — But the Map Has Fractured
RBC Economics' Q2 2026 Quarterly Canadian Outlook, led by Chief Economist Frances Donald, delivers a diagnosis that cuts through the noise: headline GDP numbers are lying to you.
The Four-Piston Portfolio: Why Diversification Needs an Engine, Not Just a Label
Listen on The Move What if the reason your portfolio fails you isn't the assets you picked…
The World Has Shifted — And So Should Your Portfolio
Schroders' March 2026 Equity Lens lays out a compelling, data-rich case for why the old playbook no longer applies
What's the Difference: Jobs vs. GDP Growth
U.S. job creation has been weak despite resilient gross domestic product growth. Here's what may be going on.
Conflicting Data, Conflicting Results
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Is inflation rising or falling? Is unemployment solid or…
Hubert Marleau: Is This a Quiet Economic Boom?
by Hubert Marleau, Market Economist, Palos Management Last Friday, the BEA revealed that the US economy increased at…