Section
Interest Rates
1151 posts
The K-Shaped Economy: Why The Middle Class Moved Up.
by Lance Roberts, RIA The K-shaped economy has become shorthand for a tidy story. The rich pull away…
Value's Moment: Canada, Tariffs, and the Case for Stock Picking
Richard Wong of Mackenzie's Cundill boutique on why valuation is back, where to find opportunity in Canada, and how to think about AI without the hype.
Bank of Canada Holds Again — But the Calm Has a Cost
RBC's Claire Fan unpacks the BoC's fifth consecutive hold and what the silence between the lines actually signals.
Inflation fears?
by Michael Browne, Global Investment Strategist, Franklin Templeton Investments When the US-Iran war started, we highlighted that second-round…
Bending, Not Breaking: Jan Hatzius on a World That Keeps Surprising to the Upside
Goldman Sachs' chief economist says the global economy is holding together — but the risks haven't gone away.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Inflation: Is this time different?
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
The Stagflation Narrative: What Doomers Get Wrong – Part II
by Lance Roberts, RIA The stagflation narrative dominating financial social media isn’t completely wrong. That’s what makes it…
Wesbury: Making the Fed Great Again
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios o say the least,…
Wanted: Buyers for Treasury Debt
How can demand for Treasury securities be sustained?
Still Too Hot
Schwab's Martin and Sonders on Inflation, the Fed's Next Move, and the Risks Building Beneath the Surface
Hubert Marleau: The Pause Might Be Here at Last
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “Stocks started the week on the upside,…
A Resilient Labor Market Delays Fed Cuts
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree Last week was very strong for the market narrative…
First Quarter 2026 Earnings: Feelin' Alright
S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.
The Inflation Diversification Problem: Why the 60/40 Playbook Is Breaking Down Again
Man Group's Edward Cole makes the case for equity market neutral strategies as the more durable diversifier in a world where bonds can no longer be trusted to protect portfolios.
Five things the new Fed Chair should know…but might not
Richard Bernstein, Global Head of Macro & Customized Investing, flags five key aspects of the deglobalization and inflation backdrop that suggest the Fed may be using an outdated playbook, including its 2% inflation target.