Section
Inflation
734 posts
The Inflation Squeeze - & Why the Bull Endures Despite It
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The current inflation backdrop looks contradictory on the…
The Federal Reserve Has Spoken
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote that the market faced a key inflection…
The Warsh Fed—Return to Orthodoxy
Kevin Warsh came out as a hawk during his first press conference as Federal Reserve (Fed) chair. Franklin Templeton Fixed Income CIO Sonal Desai believes that he may be the most hawkish chair since Paul Volcker. Warsh stressed that the Fed can and will bring inflation back to 2%, and signaled his preference for a smaller balance sheet and no forward guidance—a welcome return to more orthodox monetary policy.
Low Chinese Demand for Foreign Oil Keeping Prices Low
by Jeffrey Roach, Chief Economist, LPL Research Will Oil Prices Return to Pre-War Levels? It Depends on China’s…
Value's Moment: Canada, Tariffs, and the Case for Stock Picking
Richard Wong of Mackenzie's Cundill boutique on why valuation is back, where to find opportunity in Canada, and how to think about AI without the hype.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Bank of Canada Holds Again — But the Calm Has a Cost
RBC's Claire Fan unpacks the BoC's fifth consecutive hold and what the silence between the lines actually signals.
Fertilizer and Food
A break in fertilizer supplies will be felt around the world.
Inflation fears?
by Michael Browne, Global Investment Strategist, Franklin Templeton Investments When the US-Iran war started, we highlighted that second-round…
Record Highs on the Back of Earnings and AI — But Can the Rally Survive Sticky Inflation?
Astoria Portfolio Advisors' June 2026 macro outlook navigates a market at all-time highs, a new Fed chair inheriting a difficult hand, and a SpaceX IPO that history says to approach with caution.
Employment Has Risen, but So Has Inflation
by Hubert Marleau, Market Economist, Palos Management Three weeks ago, I wrote: “The expected consolidation will likely be…
Bull Markets Climb Walls of Worry: Jeff Schulze's Case for Staying Invested
ClearBridge's Head of Economic and Market Research sees a resilient economy, accelerating earnings, and a labor market at historic strength — and argues that skepticism itself is the fuel that keeps bull markets running.
Could the ‘I’ in AI Stand for Inflation?
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree Even if the Middle East…
Market Ethos: Inflation Deja Vu?
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Memories of the inflation spike in…
Bending, Not Breaking: Jan Hatzius on a World That Keeps Surprising to the Upside
Goldman Sachs' chief economist says the global economy is holding together — but the risks haven't gone away.
Inflation: Is this time different?
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.