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Inflation
465 posts
Stocks can rise, even with higher rates
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why a higher rate…
April 23, 2024
Rising Treasury yields, falling oil prices, and hawkish talk from the Fed
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Hawkish talk intensifies - Last week brought hawkish…
April 23, 2024
Aubrey Basdeo: More Coupon, Less Duration
Listen on The Move In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at…
April 23, 2024
Navigating Disinflation: Market Implications
by Hubert Marleau, Market Economist, Palos Management April 20, 2024 As a rule, the Fed and the economy…
April 21, 2024
Plot Twist: U.S. Economic Outlook
by Carl Tannebaum, Vaighav Tandon, Ryan Boyle, Northern Trust The Northern Trust Economics team shares its outlook for…
April 17, 2024
A (un)Certain Framework
by Samuel Rines, Macro Strategist, Model Portfolios, WisdsomTree Key Takeaways The FOMC has been using a varied set…
April 17, 2024
Reflation Trade Is The New Bullish Narrative
by Lance Roberts, RIA Economic âreflationâ is becoming the next bullish narrative as equity valuation increases continue to…
April 16, 2024
Siegel: Defying the Pessimistic Inflation Narratives
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
April 15, 2024
Russell Investments: 2024 Strategic positioning update
by Russell Investments Strategic Asset Allocation Team Executive summary: The current macroeconomic backdrop mandates prudent portfolio management amid…
April 10, 2024
When will central banks cut interest rates?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways When will cuts start? â Perceptions change with…
April 10, 2024
Dividend Depression
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Dividend investing is supposed to be easy. Find quality…
April 8, 2024
Peccatiello: Expectations are Converging, Some Trades May Be "Crowded"
In his latest analysis, Alfonso Peccatiello, the Chief Strategist, at The Macro Compass explores the challenges that investors,…
March 29, 2024
What a Long, Strange Trip itâs Been!
by John Lynch, CIO, & Team, Comerica Wealth Management It was a little over 15 years ago that…
March 26, 2024
Dawn of a New Regime: Implications for Fixed Income
by Scott DiMaggio, CFA HeadâFixed Income Michael Rosborough, Portfolio ManagerâGlobal Multi-Sector Fahd Malik, Portfolio ManagerâIncome Strategies, AllianceBernstein What…
March 25, 2024
Powellâs Dovish Stance Sparks Market Optimism
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
March 25, 2024