Inflation

Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in

At Picton Mahoney’s Alternative Exchange1 event in mid-November 2024 (you’ll have to register to watch it, and it’s worth it), three of the industry’s boldest voices—David Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)—stepped onto the stage.

Gold Shakes Off Election

by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Gold retreated following the election as money parked…

Wesbury: Inflation Distractions

by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios It’s hard to keep…

Food, Front And Center

by Carl R. Tannenbaum, Chief Economist, Northern Trust Editor’s note: We are filing an abbreviated issue this week,…

Three Ways Investors Can Capitalize on Election-Driven Rate Volatility

by Gershon Distenfeld, CFA, Faid Malik, and Monica Carlson, AllianceBernstein Investors in US fixed-income markets may want to…

Economic Resilience Continues to Impact Rate Outlook

by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…

“Trumpflation” Risks Likely Overstated

by Lance Roberts, RIA With the re-election of President Donald Trump, the worries about tariffs and pro-business policies…

Key takeaways from October’s U.S. inflation reports

by BeiChen Lin, Russell Investments Executive summary: U.S. consumer-price increases during October matched consensus expectations The latest snapshot…