Section
Interest Rates
1132 posts
Rate Cuts on Backburner
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios If you expect Kevin…
Oil, Yields, and the Economy's Long Hangover
Charles Schwab's Liz Ann Sonders and Collin Martin parse the war's economic aftershocks, the inflation treadmill, and what earnings estimates are actually telling investors.
Global inflation shows signs of easing
by BeiChen Lin, CFA, CPA, Senior Investment Strategist, Head of Canadian Strategy, Russell Investments Key takeaways Tariff ruling…
Conflicting Data, Conflicting Results
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Is inflation rising or falling? Is unemployment solid or…
What a Warsh Fed chair could mean for the economy
by Pramod Atluri & Ritchie Tuazon, Capital Group President Trump picked former U.S. Federal Reserve (Fed) governor Kevin…
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
Global rates begin to diverge
by Riti Samanta, Co-Head of Global Fixed Income, Russell Investments Key takeaways Fed leaves borrowing costs unchanged Differences…
2025’s Inflection Point: When “Running It Hot” Becomes the New Baseline
Research Affiliates’ Jim Masturzo on inflation persistence, fiscal fragility, and why valuation discipline matters more than ever
Will Kevin Warsh Fix the Fed?
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Fed Leadership in Flux: The Road Ahead for Kevin Warsh
by Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network After much speculation and wild swings in market expectations,…
Hubert Marleau: Kevin Warsh as Chair of the Federal Reserve
by Hubert Marleau, Market Economist, Palos Management After a highly contested audition fit for reality TV, President Trump…
Fed Holds Rates Steady, Hints at Improved Economy
The federal funds rate will remain 3.5% to 3.75%. While the market still expects two rate cuts late this year, the Fed is likely to tread cautiously given the economic backdrop.
No Rate Cut Wednesday
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
The Fed Chose Politics
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
The Bond Market in 2026: What Could Go Wrong?
We expect another generally good year for bond returns this year, but even the best-laid plans can go awry when circumstances change. Here are four risks to our outlook.
Legal investigation of Fed Chair Powell presents new risk to markets
by Brian Levitt & Ben Jones, Global Market Strategist, Invesco Key takeaways New investigation - Recent news indicates…