Section
Inflation
596 posts
Best and Brightest Conference Call, January 10, 2023
Brian Wesbury, Chief Economist, First Trust Portfolios, shares First Trust's best and brightest spots for the year ahead.…
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...
Has the U.S. Dollar Peaked?
by Kathy Jones, Managing Director, Chief Fixed Income Strategist, Schwab Center for Financial Research The decade-long bull market…
Hurts So Good: Jobs Picture Stays Mixed
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. There was something…
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…
