Section
Interest Rates
1029 posts
Wesbury: Thoughts on Inflation
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
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...
Mr. Crypto Goes to Washington
by Hubert Marleau, Market Economist, Palos Management June 6, 2025 A large number of my readers want to…
Passive Aggressive: The Increasing Risks of Passive Dominance
by Chris Brightman, Campbell Harvey, Forrest Henslee, Research Affiliates Key Points Passive capitalization-weighted index funds now surpass active…
Bank of Canada Hits Pause Again—But What’s Next? RBC’s Claire Fan Has Thoughts
For the second time in a row, the Bank of Canada has opted to stand pat, holding its…
Where Have All the (Duration) Buyers Gone?
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Research It has seemingly been a one-way move higher in…
Market Ethos: Debt Sustainability
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments In late 2009, Greece came to market to…
Canada’s Economic Balancing Act: Domestic Resilience vs. Trade Headwinds
As global trade uncertainty rattles confidence and investment, Canada’s economy enters the second half of 2025 with a…
High-Yield Bonds: Why Shorter May Be Smarter
by Will Smith, CFA, & AJ Rivers, CFA, AllianceBernstein Looking to reduce volatility without sacrificing income potential? Consider short-maturity…
Selling America
by Hubert Marleau, Market Economist, Palos Management May 23, 2025 Last week, I wrote: “The bulls definitely had…
Above the Noise: Making sense of markets, Treasuries, and tariffs
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Markets and tariffs - Markets may only need incremental progress,…
Goods Trade: Delayed Aggravation
by Ryan Boyle, Senior Economist, Northern Trust Expect to see supply gaps in the months ahead. Traveling last…
Investing alongside change
by Rick Rieder, Global CIO of Fixed Income, BlackRock April's Incredible and Historic Moves: Risk-assets struggled amidst extremely…
Central banks are treading carefully
by Invesco Global Market Strategy Office Key takeaways US-China tariffs - Markets are taking a significant de-escalation of…
4 scenarios for uncertain markets
by Tom Cooney, Jared Franz, Jayme Colosimo, & Jody Jonnson, Capital Group There are no facts about the future…
Market chaos is harvesting income opportunities
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
