Section
Inflation
646 posts
The Walls Trump Put Up to Protect Americans May Imprison Them
by Hubert Marleau, Market Economist, Palos Management August 8, 2025 The U.S. has been transformed into a high-tariff…
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...
On My Mind: A tax by any other name
Recent US preliminary trade agreements mark a significant turn in the trade wars, highlighting the substantial fiscal impact of increased tariffs. These changes introduce a shift toward indirect taxation, potentially easing long-term fiscal challenges, while also complicating monetary policy decisions amid mixed economic signals. Franklin Templeton Fixed Income CIO Sonal Desai explains what this means for investors going forward.
The Great Unwind
U.S. trade strategy is a top worry among economists.
Trump Wins Big One-Sided Trade Deals, But Inflation Is the Fly in the Ointment
by Hubert Marleau, Market Economist, Palos Management August 1, 2025 The U.S. has been transformed into a high-tariff…
Soft Landing in SightâWill Central Banks Sit Tight?
by BeiChen Lin, Russell Investments Key Takeaways ECB sticks to 2% Trade deals agreed ahead of August 1…
Uncertainty Squared
by John Mauldin, Mauldin Economics Collective Thinking Thoughts on Tariffs and Inflation Front Running âThe Only Viable Toolâ…
US rally relievesâbut does not reassure
US equities underperformed global markets in the first six months of 2025, but continue to trade at a premium to foreign markets. ClearBridge Investments outlines the case for global diversification.
Fiscal Dominance Will Rule the Federal Reserve
by Hubert Marleau, Market Economist, Palos Management July 25, 2025 Hard-rock Republicans are intensifying pressure in a distasteful…
What's your number?
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Bond market outlook: Resilience and rate cuts
by Matthew Brill, Head of North America Investment Grade Credit, & Craig Altholz, Client Portfolio Manager, Invesco Key…
âDriving Blindfolded or Playing to Win?â â JPM and KKR See the Same Road, But Choose Different Gears
Markets climb a wall of worry.
Stayinâ Alive: Strong Earnings Extend Market Run
by Paul Eitelman, Russell Investments Key Takeaways Encouraging start to earnings season U.S. retail sales rebound Inflation ticks…
The economy's case for lower rates
by Eugenio J. AlemĂĄn, Chief Economist, Raymond James Chief Economist Eugenio J. AlemĂĄn discusses current economic conditions. We…
Inflationary Confusion
by John Mauldin, Mauldin Economics If you listen to the mediaâboth MSM and social mediaâit seems like everyone…
Global Crosswinds, Local Shakeups: What AllianceBernstein Sees Ahead for 2025
If youâre feeling like the worldâs spinning a little off-kilter these daysâyouâre not alone. According to AllianceBernsteinâs latest…
