Section
Inflation
663 posts
Navigating Paradigm C: Darius Dale on Fiscal Dominance, Fed Policy, and the Future of Investing
A sweeping, data-driven diagnosis of the U.S. economy, policy regime shifts, and the investment strategies retail and institutional investors alike should be considering, according to 42 Macro's Darius Dale.
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Resumption of Fed Easing Cycle Could Help Unlock Capital
by Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. With…
Why Keynes’ Economic Theories Failed In Reality
by Lance Roberts, RIA A recent post from Daniel Lacalle, “How Keynesians Got The US Economy Wrong Again,”…
The Threat To Fed Independence
A compromised central bank will bring long-lasting risks.
Floating-Rate Strategies: How FRNs, Private Credit, MICs, and CLOs Are Redefining Fixed Income
The traditional 60/40 portfolio has been under pressure ever since the sharp reset in interest rates began in…
Troubled times haven’t worried stocks
by Invesco Global Market Strategy Office Key takeaways Pressure on the Fed - The White House is attempting…
Grand Ideas at the Grand Tetons
LPL Research examines recent Fed comments and what to expect moving forward.
Fed Still Evading Key Issues
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Powell’s Last Stand
by Hubert Marleau, Market Economist, Palos Management August 22, 2025 Jerome H. Powell said 4 big things…
The Case Of The Missing Prices
Limited price collection will complicate estimates of inflation.
Is Inflation Stirring?
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments Few would disagree that the U.S. Fed was…
All Eyes on Jackson Hole
by Professor Jeremy J. Siegel, Senior Economist, WisdomTree We received a slew of economic data this past week,…
Power, Property, and Preferreds
by Sandy Liang, CFA, Head of Fixed Income, Purpose Investment Partners As we move through the second half…
Time to Find Out: What Tariffs, Earnings and the Fed Are Really Telling Us
by Samuel Rines Macro Strategist, Model Portfolios, WisdomTree FaST (Few Sentence Takeaway): Markets were supposed to stumble under…
Stocks Sailing Smoothly Through Policy Crosscurrents So Far
LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current administration.
