Browsing Category
Inflation
470 posts
Income opportunities in an evolving investment landscape
by Ed Perks, CIO, Franklin Income Investors The investment landscape continues to evolve as the Federal Reserve responds…
February 29, 2024
Whatâs right with the world
by Jared Franz, Jeff Garcia & Carl Kawaja, Capital Group A daily diet of negative news can lead…
February 28, 2024
Four grey swan events that may impact markets this year
by Aly Somani, CFA, Portfolio Manager, SLGI Asset Management Inc. Recall our insights last year on "grey swans":…
February 28, 2024
Consider This: Canals are becoming chokepoints
by Kim Cahtechis, Investment Strategist, Franklin Templeton Institute The importance of major canals to global trade cannot be…
February 22, 2024
The waiting game: Markets anxious for clarity from the Fed
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Inflation Both US Consumer Price Index and US…
February 21, 2024
Inflation and Consumer Sentiment
by Shannon L. Saccocia, CFA, Chief Investment OfficerâPrivate Wealth, Neuberger Berman U.S. consumer sentiment has defied predictions of…
February 19, 2024
Inflation Got a Body Check in January
by Hubert Marleau, Market Economist, Palos Management February 17, 2024 The Bureau of Labor Statistics reported a 3.1%…
February 19, 2024
Quick Thoughts: Kicking the can down the road
by Stephen H. Dover, CFA, Chief Market Strategist, Head, and Rick Polsinello, Senior Market Strategist, Franklin Templeton Institute…
February 5, 2024
Three Big Things Say âImmaculate Disinflationâ is Not a Fairy Tale
by Hubert Marleau, Market Economist, Palos Management February 2, 2024 American exceptionalism may have faded, but not when…
February 4, 2024
The Year of Disinflation
by Niels Clemens Jensen, Absolute Return Partners Inflation is when you pay fifteen dollars for the ten-dollar haircut…
February 2, 2024
Turbulence Ahead?
by Carl Tannenbaum, Vaibhav Tandon, Ryan James Boyle, Northern Trust Heightened volatility will complicate central banks' path toward…
January 30, 2024
Rational Expectations and Explanations
by Hubert Marleau, Market Economist, Palos Management January 28, 2024 The Fedâs open market committee will meet this…
January 28, 2024
DoubleLine Round Table Prime 2024: Macro Outlook
During the macroeconomic segment of its 2024 edition, participants in DoubleLine Round Table Prime among other issues debate…
January 25, 2024
Key factors behind the volatility in fixed income markets
by Paul Eitelman, Russell Investments Executive summary: Government bond yields rose in the UK and Canada amid stronger…
January 25, 2024
Maybe It Was Transitory After All
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. The illusion of causality is a behavioural bias in…
January 23, 2024