Section
Inflation
604 posts
Wesbury: Thoughts on Inflation
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
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...
Bank of Canada Hits Pause Again—But What’s Next? RBC’s Claire Fan Has Thoughts
For the second time in a row, the Bank of Canada has opted to stand pat, holding its…
Wesbury: GDP Up, Inflation Down
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Where Have All the (Duration) Buyers Gone?
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Research It has seemingly been a one-way move higher in…
Selling America
by Hubert Marleau, Market Economist, Palos Management May 23, 2025 Last week, I wrote: “The bulls definitely had…
Above the Noise: Making sense of markets, Treasuries, and tariffs
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Markets and tariffs - Markets may only need incremental progress,…
All Clear—or the Eye of the Hurricane?
How 3Edge Thinks Investors Should Navigate Today’s Crosscurrents As the S&P 500 claws back its early-year losses and…
Recalibrating Risk: Why Markets Are Rethinking the Recession Narrative
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “Contrary to Goldman Sachs, which gave a…
4 scenarios for uncertain markets
by Tom Cooney, Jared Franz, Jayme Colosimo, & Jody Jonnson, Capital Group There are no facts about the future…
Lingering tariff concerns overshadow a win on inflation
by John Kerschner, CFA, Head of US Securitised Products, Portfolio Manager, Janus Henderson John Kerschner, Head of U.S.…
Tariffs: In An Ownership Society
by William Smead, CIO, Smead Capital Management Dear fellow investors, Over the last 15 years, the United States…
Recalibrating for Higher Risk Without Overcorrecting
by Anwiti Bahuguna, Ph.D., Portfolio Manager, Northern Trust We’re adjusting our stance in response to rising risk while…
Tariffs, Tensions, and Trade Troubles: Randall Bartlett Unpacks the Economic Outlook for Advisors
As the dust settles on another round of trade turbulence between Canada and the United States, following the…
Quick Thoughts: The end of the free trade era
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Why the new Trump tariffs…
Staying focused through tariff uncertainty and market jitters
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stocks - Uncertainty contributed to a significant…
