Section
Inflation
799 posts
Headwinds, Inversions, and the Long Road Back: RBC GAM's Macro Update
RBC Global Asset Management Chief Economist Eric Lascelles delivers his latest #MacroMemo1 against a backdrop of compounding pressures:…
Stronger Together: Carney, the Fed and the 5% Threshold
When Prime Minister Mark Carney stood before the European Parliament and embraced an invitation for Canada to become…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Bumps Ahead
Resilient growth meets renewed inflation pressures.
Canada's Inflation Test: Insurance, Not a Cycle
In September, three of the four major developed market central banks raised rates. The European Central Bank, the…
The Earnings Engine and the Expensive World: What Schroders' September Equity Lens Reveals
The central question Schroders poses in its September 2026 Equity Lens1 is deceptively simple: by how much should…
On My Mind: One Flew Over the Dove’s Nest
Federal Reserve (Fed) chair Kevin Warsh has established his hawkish credentials. Franklin Templeton CIO, Sonal Desai sees scope for further yield curve steepening and a range of selective opportunities, based on capturing income and focusing on quality rather than counting on lower rates or tighter spreads.
Gold: Old and New
by Craig Basinger, Chief Investment Strategist, Purpose Investments In early 2022, U.S. inflation as measured by CPI peaked…
Brian Belski: Where the Year Is Headed
Full-year S&P 500 earnings are now projected to grow 31.6%, and if the first two quarters are any guide, the final number could finish higher still.
50% Tariffs or TACO Tuesday? What Canadian Advisors Need to Know Before January 1
When Canada woke up to news of new 50% tariffs on its goods entering the United States, the…
The Fed - It's Not Whether, It's How Much.
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments September 15, 2026 Investors have spent the better…
Right on the Boom, Blindsided by the Bond Market
Nine months into 2026, RiverFront Investment Group's Chris Konstantinos, CFA, revisits the firm's December 2025 outlook with the…
The Curve Flattens While the Fed Hikes
Sage Adviasory's Komson Silapachai and Thomas Urano laid out a case this week that deserves close attention from…
Inflation Redux? AQR Charts a Course Through Persistent Price Risk
The quarter century from the mid-1990s to 2020 was defined by what investors came to treat as a…
Should Inflation Defense Be Strategic or Tactical? Both
by Daryl Clement, Municipal Bond Portfolio Manager—Municipal Fixed Income & Matthew Appelbaum, CFA, Municipal Investment Strategist—Investment Strategy Group,…
Wesbury: Rate Hike Likely, But Unusual
by Brian S. Wesbury – Chief Economist, & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios A rate…