Section
Inflation
598 posts
“Trumpflation” Risks Likely Overstated
by Lance Roberts, RIA With the re-election of President Donald Trump, the worries about tariffs and pro-business policies…
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...
Key takeaways from October’s U.S. inflation reports
by BeiChen Lin, Russell Investments Executive summary: U.S. consumer-price increases during October matched consensus expectations The latest snapshot…
A Reality Check on Trump’s Trifecta
by Hubert Marleau, Market Economist, Palos Management November 14, 2024 Based on bold promises that Trump and his…
Politics, central banks, and what matters most to markets
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Stocks and elections - We’ve seen in the…
The rise of rentership: What this global real estate shift means for investors
by Daniel Scher, Portfolio Manager, Research Analyst, Franklin Equity Group & Blair Schmicker, CFA, Vice President, Research Analyst,…
Inflation Mathematics
by William Smead, Smead Capital Management Dear fellow investors, Two major labor unions, the Dock Workers Union and…
Investing in an era of flouted rules
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, BlackRock Key points An era of flouted rules: The…
Picton Mahoney Q4/24 Investment Review & Outlook: Soft-Landing Odds Improved, But Largely Priced In
by David Picton, President and CEO, & Team, Picton Mahoney Asset Management Will An Asset Bubble and/or Inflation…
Q3 Investor Letter: What If Rates Return to Yield Curve Averages?
by Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree & Jim Bianco, President and Macro Strategist, Bianco Research,…
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…
