Section
Inflation
594 posts
“Soft Landing” Hope By The Fed Is Likely Optimistic
by Lance Roberts, RIA The Fed’s “soft landing” hopes are likely overly optimistic. Such was the context of…
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...
"That 70s Show"
by Lance Roberts, RIA The hit TV series “That 70s Show” aired from 1998 to 2006 and focused…
The Federal Reserve’s Decision: High for Longer
by Hubert Marleau, Market Economist, Palos Management September 22, 2023 The Federal Open Market Committee held a 2-day,…
Key Macro Charts to Watch: Global Rate Ripples: Analyzing Key Players
Alfonso Peccatiello1 critiques the European Central Bank's (ECB) decision to raise interest rates to 4%, terming it a…
Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink
By David Stonehouse, MBA, CFA®, SVP & Head of North American and Specialty Investments, AGF Investments Inc. To…
Higher Rates & A Shutdown On The Menu
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Political Gridlock but Fiscal Largesse
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman How political dysfunction undermines debt sustainability and…
The Regime of High Inflation is Over: It’s Cooling
by Hubert Marleau, Market Economist, Palos Management September 15, 2023 The US economy, like all others, is permanently…
Our Stagflationary Future
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Inflation Expectations
by William Smead, CIO, Smead Capital Management Dear fellow investors, As the chart below shows, investors are demanding…
Fiscal Madness
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
The Job Market is Cooling. So is Inflation.
by Hubert Marleau, Market Economist, Palos Management September 1, 2023 Earlier last month, a poll conducted by The…
For the US, this has been ‘the summer of our disinflation’
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US disinflation. Lower-than-expected inflation and falling inflation expectations…
3 questions for Canadian bond investors
by Timothy Ng & Thomas Reithinger, Fixed Income Portfolio Managers, Capital Group After one of the worst bond…
Charts for the Beach 2023
by Richard Bernstein, Richard Bernstein Advisors It’s time for our annual August report, “Charts for the Beach.” Each…
