Section
Inflation
591 posts
With a dovish tilt, BoC keeps rates steady in March
In an analysis today, Claire Fan, Economist, at RBC Economics explored the Bank of Canada's decision to keep…
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...
Income opportunities in an evolving investment landscape
by Ed Perks, CIO, Franklin Income Investors The investment landscape continues to evolve as the Federal Reserve responds…
What’s right with the world
by Jared Franz, Jeff Garcia & Carl Kawaja, Capital Group A daily diet of negative news can lead…
Four grey swan events that may impact markets this year
by Aly Somani, CFA, Portfolio Manager, SLGI Asset Management Inc. Recall our insights last year on "grey swans":…
Consider This: Canals are becoming chokepoints
by Kim Cahtechis, Investment Strategist, Franklin Templeton Institute The importance of major canals to global trade cannot be…
The waiting game: Markets anxious for clarity from the Fed
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Inflation Both US Consumer Price Index and US…
Inflation and Consumer Sentiment
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman U.S. consumer sentiment has defied predictions of…
Inflation Got a Body Check in January
by Hubert Marleau, Market Economist, Palos Management February 17, 2024 The Bureau of Labor Statistics reported a 3.1%…
Quick Thoughts: Kicking the can down the road
by Stephen H. Dover, CFA, Chief Market Strategist, Head, and Rick Polsinello, Senior Market Strategist, Franklin Templeton Institute…
Three Big Things Say “Immaculate Disinflation” is Not a Fairy Tale
by Hubert Marleau, Market Economist, Palos Management February 2, 2024 American exceptionalism may have faded, but not when…
The Year of Disinflation
by Niels Clemens Jensen, Absolute Return Partners Inflation is when you pay fifteen dollars for the ten-dollar haircut…
Turbulence Ahead?
by Carl Tannenbaum, Vaibhav Tandon, Ryan James Boyle, Northern Trust Heightened volatility will complicate central banks' path toward…
Rational Expectations and Explanations
by Hubert Marleau, Market Economist, Palos Management January 28, 2024 The Fed’s open market committee will meet this…
DoubleLine Round Table Prime 2024: Macro Outlook
During the macroeconomic segment of its 2024 edition, participants in DoubleLine Round Table Prime among other issues debate…
Key factors behind the volatility in fixed income markets
by Paul Eitelman, Russell Investments Executive summary: Government bond yields rose in the UK and Canada amid stronger…
