Browsing Category
Inflation
323 posts
One small step forward—one giant leap away from deflation in Japan
by William Chang, Institutional Portfolio Manager, Templeton Global Equity Group, Ferdinand Cheuk, Portfolio Manager, Research Analyst, Templeton Global…
Fed’s progress report: So far so good
by Turgut Kisinbay, Director, Fixed Income Research, & Robert Waldner, Chief Strategist and Head of Macro, Research, Invesco…
Behind today's most crucial macroeconomic, market concerns
Listen on The Move Alfonso Peccatiello, Founder, CEO, & Macro Strategist at The Macro Compass joins us for…
The Silver Lining of Unexpected Inflation
by Jim Masturzo and Omid Shekernia, Research Affliliates Key Points We identify a signal based on a deviation…
The labor market is dead, long live the labor market
by Eugenio Alemán, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. While economists…
What Next? Money, Savings, Growth, Inflation and Policy
by Hubert Marleau, Market Economist, Palos Management December 2, 2022 On What I Rest My Case for Lower…
2022 vs. 1979 – What can we learn from the Volcker years?
by Niels Clemens Jensen, CIO, Absolute Return Partners It is a sobering fact that the prominence of central…
Playbook for a Fed Pivot
by Adam Turnquist, CMT, Chief Technical Strategist, & Marc Zabicki, CFA, Chief Investment Officer, LPL Financial Recent inflation…
Robert Arnott: How Transitory is 8% Inflation?
by Robert Arnott and Omid Shekernia, Research Affiliates Copyright © Research Affiliates
The Fed Steps Down to Test the Lags
by Hubert Marleau, Market Economist, Palos Management November 26, 2022 As you know, I’ve been of the view…
Shooting Down the Hawks
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman As the U.S. Federal Reserve’s messaging gets blurrier, markets…
Mounting Evidence for the Peak Inflation Narrative
by Hubert Marleau, Market Economist, Palos Management I’m presently on a holiday until December 15, bathing under the…
Today's bumpy markets have created some "road hazards" for advisors. Here’s how to navigate through them.
by Katherine Fleischmann, Adam Burleson, Russell Investments Advisors have long been described as financial guides, helping clients and…
Left Hand Not Talking to Right Hand: Quantitative Tightening & Federal Government Spending
by Stephen Vanelli, CFA, Knowledge Leaders Capital The Federal Reserve has been raising rates at an extremely aggressive…
Officially the Fed Eased the Monetary Stance, but the Chairman Pulled the Plug
by Hubert Marleau, Market Economist, Palos Management November 5, 2022 Two weeks ago, Nick Timiraos, known on Wall…
