Section
Interest Rates
1053 posts
Soft Landing in SightâWill Central Banks Sit Tight?
by BeiChen Lin, Russell Investments Key Takeaways ECB sticks to 2% Trade deals agreed ahead of August 1…
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...
Uncertainty Squared
by John Mauldin, Mauldin Economics Collective Thinking Thoughts on Tariffs and Inflation Front Running âThe Only Viable Toolâ…
US rally relievesâbut does not reassure
US equities underperformed global markets in the first six months of 2025, but continue to trade at a premium to foreign markets. ClearBridge Investments outlines the case for global diversification.
Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer
LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal Reserve rate cuts, gold, the U.S. dollar, and much more.
Federal Reserve: Tension Building
by Carl Tannenbaum, Chief Economist, Northern Trust Central bank independence is paramount. The Marriner Eccles Building, home to…
Fiscal Dominance Will Rule the Federal Reserve
by Hubert Marleau, Market Economist, Palos Management July 25, 2025 Hard-rock Republicans are intensifying pressure in a distasteful…
What's your number?
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Bond market outlook: Resilience and rate cuts
by Matthew Brill, Head of North America Investment Grade Credit, & Craig Altholz, Client Portfolio Manager, Invesco Key…
âDriving Blindfolded or Playing to Win?â â JPM and KKR See the Same Road, But Choose Different Gears
Markets climb a wall of worry.
Stayinâ Alive: Strong Earnings Extend Market Run
by Paul Eitelman, Russell Investments Key Takeaways Encouraging start to earnings season U.S. retail sales rebound Inflation ticks…
The economy's case for lower rates
by Eugenio J. AlemĂĄn, Chief Economist, Raymond James Chief Economist Eugenio J. AlemĂĄn discusses current economic conditions. We…
Fed Independence is a Myth
by Brian S. Wesbury â Chief Economist & Robert Stein, CFA â Deputy Chief Economist, First Trust Portolios…
Global Crosswinds, Local Shakeups: What AllianceBernstein Sees Ahead for 2025
If youâre feeling like the worldâs spinning a little off-kilter these daysâyouâre not alone. According to AllianceBernsteinâs latest…
What Todayâs Investors Are Really Thinkingâand Why Advisors Matter More Than Ever
After a couple of years of blockbuster returns and a stock market that seemed to do no wrong,…
Midway Through 2025, WisdomTree Says Itâs Time to Tune Out the Noise and Get Back to Basics
With so many headlines flying aroundâwars, tariffs, political dramaâitâd be easy to lose track of what really matters.…
