Browsing Category
Inflation
446 posts
The Last Mile of Inflation
by Hubert Marleau, Market Economist, Palos Management March 17, 2024 After a seriously missed January reading on inflation,…
March 17, 2024
Monetary Policy Madness: Will central banks’ strategies be successful?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank of Canada (BOC) The BOC is…
March 14, 2024
Could ECB Rate Cuts Beat the Fed to the Punch?
by Sandra Rhouma, European Economist—Fixed Income & John Taylor, Director—Global Multi-Sector, AllianceBernstein Although markets expect both the Fed and…
March 12, 2024
Feeding Discontent
by Carl Tannenbaum, Chief Economist, Northern Trust Food prices are dragging down feelings about the economy. By Carl…
March 11, 2024
The Fed Hesitates and the Markets Wait
by Kathy Jones, Managing Director, Chief Fixed Income Strategist, Schwab Center for Financial Research Although a strong economy…
March 6, 2024
With a dovish tilt, BoC keeps rates steady in March
In an analysis today, Claire Fan, Economist, at RBC Economics explored the Bank of Canada's decision to keep…
March 6, 2024
Income opportunities in an evolving investment landscape
by Ed Perks, CIO, Franklin Income Investors The investment landscape continues to evolve as the Federal Reserve responds…
February 29, 2024
What’s right with the world
by Jared Franz, Jeff Garcia & Carl Kawaja, Capital Group A daily diet of negative news can lead…
February 28, 2024
Four grey swan events that may impact markets this year
by Aly Somani, CFA, Portfolio Manager, SLGI Asset Management Inc. Recall our insights last year on "grey swans":…
February 28, 2024
Consider This: Canals are becoming chokepoints
by Kim Cahtechis, Investment Strategist, Franklin Templeton Institute The importance of major canals to global trade cannot be…
February 22, 2024
The waiting game: Markets anxious for clarity from the Fed
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Inflation Both US Consumer Price Index and US…
February 21, 2024
Inflation and Consumer Sentiment
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman U.S. consumer sentiment has defied predictions of…
February 19, 2024
Inflation Got a Body Check in January
by Hubert Marleau, Market Economist, Palos Management February 17, 2024 The Bureau of Labor Statistics reported a 3.1%…
February 19, 2024
Quick Thoughts: Kicking the can down the road
by Stephen H. Dover, CFA, Chief Market Strategist, Head, and Rick Polsinello, Senior Market Strategist, Franklin Templeton Institute…
February 5, 2024
Three Big Things Say “Immaculate Disinflation” is Not a Fairy Tale
by Hubert Marleau, Market Economist, Palos Management February 2, 2024 American exceptionalism may have faded, but not when…
February 4, 2024