Section
Inflation
544 posts
The Incredible U.S. Disinflationary Economic Boom
by Hubert Marleau, Market Economist, Palos Management October 11, 2024 One would think the escalating conflict in the…
Albert Edwards: "We’ll keep trying to look beneath the surface to discover the ‘truth’"
Albert Edwards' thesis of his latest report revolves around the surprising resilience of the US economy and the…
It’s a Bull Market You Know?
by William (Bill) H. Gross There was a reminder recently by Josh Brown, the excellent market strategist on…
Just When We Recalibrated, Another Shock Arrived
by Jeffrey Roach, PhD, Chief Economist, LPL Financial Federal Reserve Chair Jerome Powell said last month’s decision to…
Fed's Big Rate Cut Sparks Recalibration
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Fed Watch: “Cut” to the Chase
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways The Federal Reserve (Fed) began its rate-cutting…
No Half Measures
by Carl R. Tannenbaum, Chief Economist, Vaibhav Tandon, & Ryan Boyle, Northern Trust The Northern Trust Economics team…
What falling interest rates may mean for the stock market
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments These indicators have historically been bullish for equities.…
What interest rate cuts could mean for markets
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Economy impacts market - The market performed better if…
Federal Reserve Cuts Rates by a Half-Point
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd Policymakers indicated that more interest rate…
It's Time … For a Fed Pivot
by Liz Ann Sonders, Chief Investment Strategist, Kevin Gordon, Charles Schwab & Company Ltd. Investors should be careful…
Economic Strength, Savings Weakness: The Unseen Dilemma of America’s Growth Story
by Hubert Marleau, Market Economist, Palos Management August 30, 2024 The Bureau of Economic Analysis (BEA) announced on…
When doves yell: Fed loudly signals a September rate cut
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Dovish meeting minutes - The minutes from the…
Getting To The Bottom Of “Greedflation”
by Carl R. Tannenbaum, Chief Economist, Northern Trust Policies to address high prices are fraught with complications. “The…
Anticipation for Powell’s Jackson Hole Speech
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
