Section
Inflation
594 posts
Disinflation is the True Narrative
by Hubert Marleau, Market Economist, Palos Management December 15, 2023 According to the November Survey of Consumer Expectations,…
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...
Inflation remains on a downward path
by Larry Adam, CIO, Raymond James Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economic…
What Should the Fed Do? How About Nothing?
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios For the first time…
The Weight Of High Interest Rates
by Carl Tannenbaum, Chief Economist, Northern Trust The potency of monetary policy will weigh more heavily on activity…
Deep Dive into Global Economic and Market Outlook, and AI's Role with Joaquin Kritz Lara
Listen on The Move Join us in conversation with Joaquin Kritz Lara, Chief Economist at Numera Analytics,…
Disinflation, Not Deflation
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios New home prices are…
Food, For Thought
Food prices illustrate several challenges of containing inflation. by Carl Tannenbaum, Chief Economist, Northern Trust Editor’s Note: We…
What’s behind the volatility in U.S. Treasury yields?
by Paul Eitelman, Russell Investments Executive summary: Cooling inflation rates are sparking a decline in U.S. bond yields…
Markets Price a Quicker Fed Pivot
by Investment Solutions Group, MFS Investment Management A review of the week’s top global economic and capital markets…
The Inflation Question: Encouraging
by Hubert Marleau, Market Economist, Palos Management November 14, 2023 Perception of inflation is as important for investors…
Bond Bear Market. Is It Dead, Or Just Hibernating?
by Lance Roberts, RIA Is the bond bear market finally over? That is the question everyone is asking…
A slowdown in rate volatility may prove supportive for stocks
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock Key takeaways: The late summer equity market selloff was driven…
Rotation to Duration: Seeking a More Resilient Portfolio
by Rick Rieder, CIO, Global Fixed Income, and Russell Brownback, Head of Global Macro, Fixed Income, BlackRock Key…
Another Rate Hike Bites the Dust
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. With unanimity, the…
A Sticky Situation for Investors
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. A protracted fight against inflation…
