Section
Inflation
708 posts
Five things the new Fed Chair should know…but might not
Richard Bernstein, Global Head of Macro & Customized Investing, flags five key aspects of the deglobalization and inflation backdrop that suggest the Fed may be using an outdated playbook, including its 2% inflation target.
Hormuz Reopening Won't Mean Immediate Normalization
Broken supply chains will need time to heal.
Tariffs Don't Inflate First — They Deflate. Then They Burn.
A new San Francisco Fed study maps the hidden timeline of tariff-driven inflation — and the findings challenge everything investors think they know.
Inflation’s First Official Debut
by Kevin Flanagan, Head, Fixed Income, WisdomTree Key Takeaways The March Consumer Price Index (CPI) rose +0.9% month…
A Fragile Pause Meets Its Biggest Test — Our Weekly Digest April 20, 2026
Forward-looking analysis of this week's most important investment themes The central tension we’re watching entering the week of…
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
The Four-Piston Portfolio: Why Diversification Needs an Engine, Not Just a Label
Listen on The Move What if the reason your portfolio fails you isn't the assets you picked…
The Economy Takes Multiple Shocks in Stride
LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks.
Rate Cuts on Backburner
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios If you expect Kevin…
Oil, Yields, and the Economy's Long Hangover
Charles Schwab's Liz Ann Sonders and Collin Martin parse the war's economic aftershocks, the inflation treadmill, and what earnings estimates are actually telling investors.
The World Has Shifted — And So Should Your Portfolio
Schroders' March 2026 Equity Lens lays out a compelling, data-rich case for why the old playbook no longer applies
War in Iran: Goldman Sachs Maps the Global Economic Fallout
A new research note from Goldman Sachs charts the macro damage — measured, conditional, and carrying a warning about what happens if the Strait of Hormuz stays shut.
Michael Browne: Inflation in the pipeline
by Michael Browne, Global Investment Strategist, Franklin Templeton Institute The outbreak of severe hostilities in the skies over…
BMO's Bipan Rai: AI, the Fed, and the Dollar at a Late-Cycle Crossroads
When Bipan Rai kicked off his latest episode of Open Outcry Podcast1, he went solo—and you can feel…
Global inflation shows signs of easing
by BeiChen Lin, CFA, CPA, Senior Investment Strategist, Head of Canadian Strategy, Russell Investments Key takeaways Tariff ruling…
Affordability & Ten-Year Treasury Yields
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree The mid-term elections are still…