Section
Inflation
594 posts
Tariffs: In An Ownership Society
by William Smead, CIO, Smead Capital Management Dear fellow investors, Over the last 15 years, the United States…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Recalibrating for Higher Risk Without Overcorrecting
by Anwiti Bahuguna, Ph.D., Portfolio Manager, Northern Trust We’re adjusting our stance in response to rising risk while…
Tariffs, Tensions, and Trade Troubles: Randall Bartlett Unpacks the Economic Outlook for Advisors
As the dust settles on another round of trade turbulence between Canada and the United States, following the…
Quick Thoughts: The end of the free trade era
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Why the new Trump tariffs…
Staying focused through tariff uncertainty and market jitters
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stocks - Uncertainty contributed to a significant…
Inflation, the Fed, and the Markets
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Above the Noise: Will policy uncertainty harm the US economy?
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Price of uncertainty - While the setup was good…
Tariffs, Trade, and Transformation: The New Normal for the Global Economy
Capital Group’s Jared Franz and David Polak dissect the shifting sands of U.S. trade policy, the evolving role…
Trump, Powell & Rates: The Pre-April 2nd Edition
by Kevin Flanagan Head of Fixed Income Strategy & Samuel Rines Macro Strategist, Model Portfolios, WisdomTree Key Takeaways…
A Future Uncertain: Recession Coming?
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Recession fears have…
Is 'Stagflation Lite' on tap?
by Paul Eitelman, Russell Investments The U.S. Fed left interest rates unchanged today as widely anticipated, noting uncertainty…
Stupidity And The 5-Laws Not To Follow
by Lance Roberts, RIA Human stupidity is the one thing you can rely on in financial markets. I…
The Inflationista Illuminati
by John Mauldin, Mauldin Economics Last week we published a chart of the Atlanta Fed’s GDPNow model, which…
Quick Thoughts: Why are equity markets sinking?
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute US policy uncertainties have rattled…
Quick Thoughts: Risk vs. uncertainty
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Weaker US economic data is…
