Section
Inflation
585 posts
A Future Uncertain: Recession Coming?
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Recession fears have…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Is 'Stagflation Lite' on tap?
by Paul Eitelman, Russell Investments The U.S. Fed left interest rates unchanged today as widely anticipated, noting uncertainty…
Stupidity And The 5-Laws Not To Follow
by Lance Roberts, RIA Human stupidity is the one thing you can rely on in financial markets. I…
The Inflationista Illuminati
by John Mauldin, Mauldin Economics Last week we published a chart of the Atlanta Fed’s GDPNow model, which…
Quick Thoughts: Why are equity markets sinking?
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute US policy uncertainties have rattled…
Quick Thoughts: Risk vs. uncertainty
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Weaker US economic data is…
Tariff tantrum: Are portfolio changes needed?
by BeiChen Lin, Russell Investments Key takeaways: Canada and Mexico are striking a careful balance in retaliating against…
The Stagflation Threat: Why Consumers, Traders, and Investors Are Sounding the Alarm
by Hubert Marleau, Market Economist, Palos Management February 28, 2025. I ended last week’s commentary by saying that…
Tariffs make industries less competitive
by Eugenio J. Alemán, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. Back…
Seasonal Challenges With Economic Data
by Carl R. Tannenbaum, Chief Economist, Northern Trust Seasonal adjustments have limitations. At this time of year, those…
Inflation and DOGE
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
What scares the S&P 500?
by Roderick Mackenzie, Tom Becker, BlackRock Quick Read Equity option market pricing offers a unique way to quantify…
NBI CIO Martin Lefebvre: Conflicting Forces
The market may look stable on the surface, but beneath it lies a swirling storm of conflicting forces.…
2022-lite
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors As we begin 2025, there are striking similarities…
As Always, It's About Inflation
by Hubert Marleau, Market Economist, Palos Management February 14, 2025 The U.S. is not a Democracy: It’s a…
