Section
Inflation
591 posts
When will central banks cut interest rates?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways When will cuts start? â Perceptions change with…
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...
Dividend Depression
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Dividend investing is supposed to be easy. Find quality…
Peccatiello: Expectations are Converging, Some Trades May Be "Crowded"
In his latest analysis, Alfonso Peccatiello, the Chief Strategist, at The Macro Compass explores the challenges that investors,…
What a Long, Strange Trip itâs Been!
by John Lynch, CIO, & Team, Comerica Wealth Management It was a little over 15 years ago that…
Dawn of a New Regime: Implications for Fixed Income
by Scott DiMaggio, CFA HeadâFixed Income Michael Rosborough, Portfolio ManagerâGlobal Multi-Sector Fahd Malik, Portfolio ManagerâIncome Strategies, AllianceBernstein What…
Powellâs Dovish Stance Sparks Market Optimism
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Inflation - Not Going Quietly Into the Night
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. The primary cause of the market declines in 2022…
A Pause is Plausible
by John Lynch, CIO, & Team, Comerica Wealth Management The Federal Reserve meets this week with recent inflationary…
Hawks on Alert: FOMC Meeting Anticipation
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Focused on the Fed
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios The Fed meets this…
The Last Mile of Inflation
by Hubert Marleau, Market Economist, Palos Management March 17, 2024 After a seriously missed January reading on inflation,…
Monetary Policy Madness: Will central banksâ strategies be successful?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank of Canada (BOC) The BOC is…
Could ECB Rate Cuts Beat the Fed to the Punch?
by Sandra Rhouma, European EconomistâFixed Income & John Taylor, DirectorâGlobal Multi-Sector, AllianceBernstein Although markets expect both the Fed and…
Feeding Discontent
by Carl Tannenbaum, Chief Economist, Northern Trust Food prices are dragging down feelings about the economy. By Carl…
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…
