Browsing Category
Inflation
467 posts
The Regime of High Inflation is Over: It’s Cooling
by Hubert Marleau, Market Economist, Palos Management September 15, 2023 The US economy, like all others, is permanently…
September 17, 2023
Our Stagflationary Future
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
September 11, 2023
Inflation Expectations
by William Smead, CIO, Smead Capital Management Dear fellow investors, As the chart below shows, investors are demanding…
September 6, 2023
Fiscal Madness
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
September 5, 2023
The Job Market is Cooling. So is Inflation.
by Hubert Marleau, Market Economist, Palos Management September 1, 2023 Earlier last month, a poll conducted by The…
September 4, 2023
For the US, this has been ‘the summer of our disinflation’
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US disinflation. Lower-than-expected inflation and falling inflation expectations…
August 17, 2023
3 questions for Canadian bond investors
by Timothy Ng & Thomas Reithinger, Fixed Income Portfolio Managers, Capital Group After one of the worst bond…
August 17, 2023
Charts for the Beach 2023
by Richard Bernstein, Richard Bernstein Advisors It’s time for our annual August report, “Charts for the Beach.” Each…
August 10, 2023
Not All Recession Theories Make Sense
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
July 31, 2023
Inflation: Better But Not Good
by Ryan Jame Boyle, Senior Economist, Northern Trust A favorable inflation report is just one step in a…
July 27, 2023
Beyond the Headlines: Accelerated Risk and Opportunities for Investors
by Victoria Higley, Institutional Equity Portfolio Manager, Owen Murfin, Institutional Fixed Income, Portfolio Manager, MFS Investment Management, &…
July 23, 2023
Yogi Berra said: “It’s tough to make predictions, especially about the future.”
by Hubert Marleau, Market Economist, Palos Management July 21, 2023 At the moment, the U.S. economy is in…
July 23, 2023
The Art of Being Early in Go-Anywhere Fixed Income Investing
Tristan Sones and Tom Nakamura, Co-Heads of Fixed Income at AGF Investments discuss their outlook on fixed income, and their key strategic and tactical investment ideas for today's uncertain economic climate.
July 20, 2023
Seller's Inflation
by Vaibhav Tandon, Senior Economist, Northern Trust Corporate profits are being challenged by market forces, diminishing pricing power.…
July 18, 2023
Too good to be true?
by Raffaele Savi, Head of Systematic Investing & Co-Head of Systematic Active Equity, & Jeff Shen, PhD, Co-Head…
July 18, 2023