Section
Inflation
594 posts
Tariff tantrum: Are portfolio changes needed?
by BeiChen Lin, Russell Investments Key takeaways: Canada and Mexico are striking a careful balance in retaliating against…
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...
The Stagflation Threat: Why Consumers, Traders, and Investors Are Sounding the Alarm
by Hubert Marleau, Market Economist, Palos Management February 28, 2025. I ended last week’s commentary by saying that…
Tariffs make industries less competitive
by Eugenio J. Alemán, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. Back…
Seasonal Challenges With Economic Data
by Carl R. Tannenbaum, Chief Economist, Northern Trust Seasonal adjustments have limitations. At this time of year, those…
Inflation and DOGE
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
What scares the S&P 500?
by Roderick Mackenzie, Tom Becker, BlackRock Quick Read Equity option market pricing offers a unique way to quantify…
NBI CIO Martin Lefebvre: Conflicting Forces
The market may look stable on the surface, but beneath it lies a swirling storm of conflicting forces.…
2022-lite
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors As we begin 2025, there are striking similarities…
As Always, It's About Inflation
by Hubert Marleau, Market Economist, Palos Management February 14, 2025 The U.S. is not a Democracy: It’s a…
Consumer Prices Impacted by Bird Flu
by Jeffrey J. Roach, Chief Economist, LPL Financial Key Takeaways Annual inflation accelerated up to 3.0% in January from…
Forecasting Error Puts Fed On Wrong Side Again
by Lance Roberts, RIA The Federal Reserve’s record of forecasting has frequently led it to respond too late…
Navigating Tariffs & Inflation (With Dr. Richard Clarida)
by Liz Ann Sonders, Chief Investment Strategist, Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd.…
DB's George Saravelos: Markets “severely underpriced” the risk of renewed trade war
In a stunning escalation of trade tensions, the Trump administration has announced sweeping tariffs covering 44% of total…
Trump’s Tariff Shockwave: Derek Holt Breaks Down the Impact
Derek Holt’s Saturday Night Tariff Thrashing delivers a scathing assessment of the Trump administration’s abrupt trade war escalation.…
MFS: 2025 - Six Key Themes
by Market Insights Team, MFS Investment Management SUMMARY As investors look to 2025, a number of key themes —…
