Section
Inflation
742 posts
The Eh-OK Consumer
by Craig Basinger, Chief Market Strategist, Purpose Investments Sneak peak – Our plan for next week’s ethos is…
GSAM: Hedge Funds Were Built for This
Goldman Sachs Asset Management makes the case that the conditions favouring traditional portfolios are gone, and the conditions favouring hedge funds have arrived.
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.
The Relationship Between AI and Inflation
Technology investment carries rising costs.
The CIO's View: What Changed, What Held, What's Next? | Chhad Aul
Listen on The Move For 20 years, Canadian investors collected three free gifts they never paid for…
Warsh Has the Fed Right Where He Wants It
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios We’re back…
Economic Anomalies
by John Mauldin, Mauldin Economics Next month I will begin my 27th year of writing this letter. The…
More Crude, Less Concern: Goldman Sachs Cuts Recession Risk as Oil Shock Fades
Jan Hatzius sees a cleaner macro path ahead, but the road remains narrow.
The 60/40 Is Not Dead. But Stagflation Demands a Smarter Version of It.
Duncan Lamont of Schroders maps a century of data and identifies the precise adjustments that tilt the odds in investors' favour.
The Inflation Squeeze - & Why the Bull Endures Despite It
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The current inflation backdrop looks contradictory on the…
The Federal Reserve Has Spoken
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote that the market faced a key inflection…
The Warsh Fed—Return to Orthodoxy
Kevin Warsh came out as a hawk during his first press conference as Federal Reserve (Fed) chair. Franklin Templeton Fixed Income CIO Sonal Desai believes that he may be the most hawkish chair since Paul Volcker. Warsh stressed that the Fed can and will bring inflation back to 2%, and signaled his preference for a smaller balance sheet and no forward guidance—a welcome return to more orthodox monetary policy.
Low Chinese Demand for Foreign Oil Keeping Prices Low
by Jeffrey Roach, Chief Economist, LPL Research Will Oil Prices Return to Pre-War Levels? It Depends on China’s…
Value's Moment: Canada, Tariffs, and the Case for Stock Picking
Richard Wong of Mackenzie's Cundill boutique on why valuation is back, where to find opportunity in Canada, and how to think about AI without the hype.
Bank of Canada Holds Again — But the Calm Has a Cost
RBC's Claire Fan unpacks the BoC's fifth consecutive hold and what the silence between the lines actually signals.
Fertilizer and Food
A break in fertilizer supplies will be felt around the world.