Section
Inflation
596 posts
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…
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...
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…
Fed Hikes Aggressively, Signals More Hikes to Come
by Collin Martin, Fixed Income, Charles Schwab & Company Ltd. Stocks slid and Treasury yields rose as comments…
Deforestation of Magic Money Trees
by Niels Clemens Jensen, CIO, Absolute Return Partners My only question is, who is our bigger enemy, Jay…
Hugh Hendry on Fed, ECB, Treasuries, Monetary Policy (Full Interview)
Hugh Hendry, founder and former CIO of Eclectica Asset Management, says the Federal Reserve is in "a fog"…
50 Basis Deposit/ No Return
by William H. Gross here are lots of “total return” bond funds these days, almost a half century…
Pension Sandpile
by John Mauldin, Mauldin Economics, Thoughts from The Frontline The Cascade Begins High Correlation Inflation Creates Massive Pension…
Guide to Recessions: 9 key things you need to know
by Jared Franz, Economist, & Darrell Spence, Economist, Capital Group How bad will the next recession be? That’s…
Deflation Will Become The Problem When “Something Breaks”
by Lance Roberts, RIA While the Fed continues to hike rates to combat high inflation levels aggressively, history…
Believe It Or Not: The Inflation Rate Is Falling
by Hubert Marleau, Market Economist, Palos Management October 15, 2022 Last week, I wrote: “The Fed may get…
Europe: Bracing For A Cold Winter
by Vaibhav Tandon, Senior Economist, Northern Trust Policy responses to shortages are not always effective. Rationing is the…
Notes on Inflation
by John Mauldin, Mauldin Economics No Escape Shrinkflation Rates Still Negative LNG Boom Manufacturing Moves No Soft Landing…
Student loan forgiveness plan and Inflation Reduction Act: Are these new policies inflationary or deflationary?
by Gene Podkaminer, CFA, Head of Research Franklin Templeton Investment Solutions & Spencer Walling, CFA, Research Associate, Franklin…
Nomura's Charlie McElligot: FOMC Induced Squeeze Risk
by Charlie McElligot, Nomura Equities Copyright © Nomura Equities
