Section
Inflation
596 posts
The Yield Curve Screams Recession
by Jared Dillian, The 10th Man Federal Reserve Chairman Jerome Powell said the Fed could hike rates more…
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...
How to Prepare for Landing
by Kathy Jones, Global Fixed Income Strategist, Charles Schwab & Company A "soft landing," with declining inflation but…
Disinflation Is Still On
by Hubert Marleau, Market Economist, Palos Management March 3, 2023 Good news has been bad lately for both…
Are You Focusing on the Wrong Central Bank?
by Jeffey Kleintop, Chief Global Strategist, Charles Schwab & Company Ltd. While investor attention is on the Fed,…
Fed's path to cooling inflation continues to loom large
by Larry Adam, Chief Investment Strategist, Raymond James Markets this month were unable to build upon January's momentum…
Commodities: From Destocking to Restocking
by Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman The micro and macro factors weighing on commodities since…
The Fed and Inflation are Still the Big Story on Wall Street
by Hubert Marleau, Market Economist, Palos Management February 24, 2023 Investors were kept busy all week with a…
Is the 60/40 portfolio still a good investment strategy?
If 2022 represented an inflection point ā that rare year when investors saw stocks and bonds decline in…
Market Ethos: Walking a tightrope
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments February 20, 2023 Sometimes good economic news…
A love letter to the worldās central bankers
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Recognizing central bankers On this Valentineās Day, thereās…
U.S. inflation eases less than anticipated in January, highlighting ongoing economic challenges.
by Staff Writers, AdvisorAnalyst In January, the headline CPI growth (a measure of inflation) was 6.4%, which is…
Pondering the Fedās Rate Path: Winning the Inflation War
by Hubert Marleau, Market Economist, Palos Management February 10, 2023 Traders should have been happy with this week's…
Central Banks Tighten, Markets Loosen
by Erik L. Knutzen, CFA, CAIA, Chief Investment OfficerāMulti-Asset Class, Managing Director, Neuberger Berman While some pessimism has…
Alfred Lee: 2023 Outlook & Strategy: 50 / 30 / 20
Listen on The Move In this podcast episode, Pierre Daillie, Managing Editor at AdvisorAnalyst.com, interviews Alfred Lee, Director,…
Taking advantage of fixed incomeās current dual benefit
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
