Section
Interest Rates
1007 posts
Hugh Hendry on Mag-7, Bubbles, Inflation, Bonds, China & Bitcoin
Listen on The Move Recorded June 23, 2023 - In this conversation, Pierre Daillie talks with Hugh Hendry,…
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...
Guggenheim Partners Q2 2023 Quarterly Macro Themes - Research Spotlight on What's Next
by Brian Smedley, Chief Economist and Head of Macroeconomic Research, & Team, Guggenheim Partners Copyright Ā© Guggenheim Partners
FedGPT? AI Sentiment Analysis Shows Powell Is Still Quite Hawkish
by Brian Clark, Knowledge Leaders Capital āInflation has not really moved down. It has not so far reacted…
Is it different this time?
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
The Fed Is All Mixed Up
by Brian S. Wesbury ā Chief Economist & Robert Stein, CFA ā Deputy Chief Economist, First Trust Portfolios…
Schwab Market Perspective: Different Speeds
by Liz Ann Sonders, Chief Investment Strategist, Jeffrey Kleintop, Kathy Jones and Kevin Gordon, Charles Schwab & Company…
The Inflation Inflection is Real
by Hubert Marleau, Market Economist, Palos Management June 16, 2023 The biggest takeaway of the week was the…
Investors Puzzle Over Market Resilience Despite Fed's Stance
In a landscape where stock markets are surging, it's easy to overlook the undercurrents of central bank activity,…
Atlanta and Cleveland Have it Right on Inflation
by Stephen Vanelli, CFA, Knowledge Leaders Capital Using our AI engine, we prompted a description of the Atlanta…
Conflicting signals add uncertainty to Fed's rate path
by Larry Adam, CIO, Raymond James Choppiness in the equity market continues as investors look to see a…
Hubert Marleau: The Scenario is Changing
by Hubert Marleau, Market Economist, Palos Management May 21, 2023 Investors applauded signs that two of their biggest…
BofA Flow Show: Three and a half big positions
Notes from this week's BofA Flow Show by Michael Hartnett, Chief Investment Strategist, BofA Securities: "Scores on the…
COT Extreme Positioning Suggests The Bears May Be Wrong
by Lance Roberts, RIA The COTĀ (Commitment Of Traders)Ā data, which is exceptionally important, is theĀ sole source of the actual…
Looking Back at the Markets in April and Ahead to May 2023
by Brad McMillan, CIO, Commonwealth Financial Network After moderate gains in March, markets continued to rally in April.…
The Retirement Savings Gap ā Are Canadian Retirees at Risk?
Are Canadiansā retirement plans in a state of crisis? Given rising interest rates, inflation and extreme market volatility, many Canadian retirees may find themselves running out of money prematurely. This "retirement income gap" could mean the difference between thriving and just surviving in their golden years.
