Section
Interest Rates
1093 posts
Inflation’s Tightrope: Why the Bank of Canada Is Stuck Between a Rock and a Hard Place
Canada’s inflation story added a new wrinkle in August. Prices crept up again, with headline inflation hitting 1.9%…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Dot Plot To Set the Tone
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Resumption of Fed Easing Cycle Could Help Unlock Capital
by Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. With…
Can you have your cake and eat it too?
by Michael Contopoulos, Deputy CIO, Richard Bernstein Advisors Markets are currently pricing in a Goldilocks scenario. Investors believe tariffs…
Lower Bond Yields: You Can't Get There From Here
The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.
Cuts Are Coming: A Tailwind for Stocks
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Why Keynes’ Economic Theories Failed In Reality
by Lance Roberts, RIA A recent post from Daniel Lacalle, “How Keynesians Got The US Economy Wrong Again,”…
The Threat To Fed Independence
A compromised central bank will bring long-lasting risks.
Floating-Rate Strategies: How FRNs, Private Credit, MICs, and CLOs Are Redefining Fixed Income
The traditional 60/40 portfolio has been under pressure ever since the sharp reset in interest rates began in…
Calm Before the Storm? September Rally Outlook
Explore September stock market trends, S&P 500 seasonality, earnings growth, and Fed rate cut expectations in LPL Research’s Weekly Market Commentary.
Jobs In Focus as Market Trends Hold
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Troubled times haven’t worried stocks
by Invesco Global Market Strategy Office Key takeaways Pressure on the Fed - The White House is attempting…
Fed Still Evading Key Issues
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Powell’s Last Stand
by Hubert Marleau, Market Economist, Palos Management August 22, 2025 Jerome H. Powell said 4 big things…
The Case Of The Missing Prices
Limited price collection will complicate estimates of inflation.
