Section
Inflation
591 posts
Could inflation come back?
by Collin Crownover, PhD, Fidelity Asset Allocation Research Team, Fidelity Viewpoints Inflation may be down—but it's not out.…
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...
A cooler US jobs report gives hope for a Fed rate cut
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Time for a rate cut? - Dovish remarks…
SIA's Paul Kornfeld: Buy the dip, or sell the rip? Are we at a turning point?
Listen on The Move In this episode with SIACharts' President, Paul Kornfeld, we kick off our conversation…
Quick Thoughts: Fed hawks will fly lower—eventually
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute, & Rick Polsinello, CIMA®, Senior…
Stagflation? Sticky inflation? Seven reasons for investors to be positive
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stagflation? - Google searches of the term…
Market Ethos: Earnings Optimism
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. There are three things you should rarely ever bet…
Stocks can rise, even with higher rates
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why a higher rate…
Rising Treasury yields, falling oil prices, and hawkish talk from the Fed
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Hawkish talk intensifies - Last week brought hawkish…
Aubrey Basdeo: More Coupon, Less Duration
Listen on The Move In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at…
Navigating Disinflation: Market Implications
by Hubert Marleau, Market Economist, Palos Management April 20, 2024 As a rule, the Fed and the economy…
Plot Twist: U.S. Economic Outlook
by Carl Tannebaum, Vaighav Tandon, Ryan Boyle, Northern Trust The Northern Trust Economics team shares its outlook for…
A (un)Certain Framework
by Samuel Rines, Macro Strategist, Model Portfolios, WisdsomTree Key Takeaways The FOMC has been using a varied set…
Reflation Trade Is The New Bullish Narrative
by Lance Roberts, RIA Economic “reflation” is becoming the next bullish narrative as equity valuation increases continue to…
Siegel: Defying the Pessimistic Inflation Narratives
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Russell Investments: 2024 Strategic positioning update
by Russell Investments Strategic Asset Allocation Team Executive summary: The current macroeconomic backdrop mandates prudent portfolio management amid…
