Section
Inflation
772 posts
Canada's Tariff Stress Test: Resilient, Not Invincible
In a recent episode of The Open Outcry Podcast, BMO Global Asset Management's Bipan Rai sits down with…
Higher Rates, Smarter Plays: Three Lessons the Market Has Forced Investors to Learn
BlackRock Investment Institute's Weekly Commentary dated August 31, 20261 arrives at a moment of genuine reckoning. Authored by…
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.
Warsh Gets an A: Re-focused Fed on the Right Key Principles
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree Kevin Warsh’s Jackson Hole speech was notably hawkish. But I came…
CIO Perspective: AI, the Fed and Market Opportunities
by Rick Rieder, Senior Managing Director, CIO, Global Fixed Income, BlackRock Are there more stars in the sky…
Food Price Pressure in Canada: More Than a Grocery Problem
The cost of feeding a family in Canada has become one of the most persistent and politically charged…
The 100-Year Portfolio: State of Mind vs. Allocation?
In a research paper published in August 2026, Inigo Fraser Jenkins of AllianceBernstein makes a provocative argument: the…
The Fed Will Not Hike and Bond Prices Have Landed
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “There are several cross-currents at play like…
The Fed Is Standing Down: What GS' Hatzius Sees in the Data
Goldman Sachs chief economist Jan Hatzius published "Global Views: They're Not Hiking"1 on August 16, 2026, and the…
Global Markets Navigate Conflict and Euphoria as the Bull Market Matures
Fisher Investments Institutional Group's Q2 2026 Market Perspectives Review and Outlook1 finds a bull market entering its late…
Mackenzie's Lesley Marks on What Markets Are Telling You Now
A mid-year reality check on earnings, the Fed, hyperscaler fatigue, and where the real opportunities lie for the…
The Inflation Component Markets Chose to Ignore
A market braced for hawkish surprises got the opposite. Last week's inflation data — both CPI and PPI…
When Everybody Is on the Same Side of the Trade | David Rosenberg & Richard Bernstein
The AI Bubble, the Credit Market Signal, and What David Rosenberg and Richard Bernstein Own Instead
Winning the Rally, Losing the Decade
Luke Gromen on the great monetary regime shift, why long bonds are certificates of confiscation, and how to position for the decade ahead
Fantastic Earnings, Fragile Expectations, and a Fed in Transition: Richard Clarida on What Comes Next
Charles Schwab's Liz Ann Sonders and Collin Martin sit down with former Federal Reserve Vice Chairman Richard Clarida1…
The Inflation Regime Has Changed. Has Your Portfolio?
HSBC Asset Management's multi-perspective report, "Investing Across a New Inflation Regime1,” marshals a foreword by Stephen D. King,…