Section
Inflation
536 posts
A Reality Check on Trump’s Trifecta
by Hubert Marleau, Market Economist, Palos Management November 14, 2024 Based on bold promises that Trump and his…
Politics, central banks, and what matters most to markets
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Stocks and elections - We’ve seen in the…
The rise of rentership: What this global real estate shift means for investors
by Daniel Scher, Portfolio Manager, Research Analyst, Franklin Equity Group & Blair Schmicker, CFA, Vice President, Research Analyst,…
Inflation Mathematics
by William Smead, Smead Capital Management Dear fellow investors, Two major labor unions, the Dock Workers Union and…
Investing in an era of flouted rules
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, BlackRock Key points An era of flouted rules: The…
Picton Mahoney Q4/24 Investment Review & Outlook: Soft-Landing Odds Improved, But Largely Priced In
by David Picton, President and CEO, & Team, Picton Mahoney Asset Management Will An Asset Bubble and/or Inflation…
Q3 Investor Letter: What If Rates Return to Yield Curve Averages?
by Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree & Jim Bianco, President and Macro Strategist, Bianco Research,…
The Incredible U.S. Disinflationary Economic Boom
by Hubert Marleau, Market Economist, Palos Management October 11, 2024 One would think the escalating conflict in the…
Albert Edwards: "We’ll keep trying to look beneath the surface to discover the ‘truth’"
Albert Edwards' thesis of his latest report revolves around the surprising resilience of the US economy and the…
It’s a Bull Market You Know?
by William (Bill) H. Gross There was a reminder recently by Josh Brown, the excellent market strategist on…
Just When We Recalibrated, Another Shock Arrived
by Jeffrey Roach, PhD, Chief Economist, LPL Financial Federal Reserve Chair Jerome Powell said last month’s decision to…
Fed's Big Rate Cut Sparks Recalibration
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Fed Watch: “Cut” to the Chase
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways The Federal Reserve (Fed) began its rate-cutting…
No Half Measures
by Carl R. Tannenbaum, Chief Economist, Vaibhav Tandon, & Ryan Boyle, Northern Trust The Northern Trust Economics team…
What falling interest rates may mean for the stock market
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments These indicators have historically been bullish for equities.…
