Section
Inflation
604 posts
What scares the S&P 500?
by Roderick Mackenzie, Tom Becker, BlackRock Quick Read Equity option market pricing offers a unique way to quantify…
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...
NBI CIO Martin Lefebvre: Conflicting Forces
The market may look stable on the surface, but beneath it lies a swirling storm of conflicting forces.…
2022-lite
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors As we begin 2025, there are striking similarities…
As Always, It's About Inflation
by Hubert Marleau, Market Economist, Palos Management February 14, 2025 The U.S. is not a Democracy: Itās a…
Consumer Prices Impacted by Bird Flu
by JeffreyĀ J. Roach, Chief Economist, LPL Financial Key Takeaways Annual inflation accelerated up to 3.0% in January from…
Forecasting Error Puts Fed On Wrong Side Again
by Lance Roberts, RIA The Federal Reserveās record of forecasting has frequently led it to respond too late…
Navigating Tariffs & Inflation (With Dr. Richard Clarida)
by Liz Ann Sonders, Chief Investment Strategist, Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd.…
DB's George Saravelos: Markets āseverely underpricedā the risk of renewed trade war
In a stunning escalation of trade tensions, the Trump administration has announced sweeping tariffs covering 44% of total…
Trumpās Tariff Shockwave: Derek Holt Breaks Down the Impact
Derek Holtās Saturday Night Tariff Thrashing delivers a scathing assessment of the Trump administrationās abrupt trade war escalation.…
MFS: 2025 - Six Key Themes
by Market Insights Team, MFS Investment Management SUMMARY As investors look to 2025, a numberĀ of key themes ā…
Is the Bond Market Worried About Inflation?
LPL Research discusses the possibility of inflationary pressures reigniting under the new Trump presidency. by Lawrence Gillum, CFA,…
The Price of Progress
by Carl Tannenbaum, Ryan Boyle and Vaibhav Tandon, Northern Trust We explore how evolving priorities under the new…
How the Latest U.S. inflation Figures Moved Markets This Week
by Investment Management Team, AGF Investments A mid-week analysis of whatās happening in global financial markets from the…
Growth is from Mars, value is from Venus
by Owen A. Lamont, Ph.D., Senior Vice President, Portfolio Manager, Research, Acadian Asset Management There is no such…
From Inflation to Innovation: Key Trends Shaping the U.S. Economy and Markets (JPM)
Here are highlights from the J.P. Morgan "Guide to the MarketsĀ® U.S. | 1Q 2025" which focuses on:…
