Section
Interest Rates
977 posts
Questions No One Dares Ask Jerome Powell—But Should
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
What’s in Store for Central Bank Policy?
by David Stonehouse, SVP & Head of North American and Specialty Investments, AGF Investments Inc. As many as…
Alternative Allocations: A CIO’s perspective on allocating to alts
by Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute In the latest Alternative Allocations podcast, the benefits…
The Future of the Inflation Reduction Act – Rhetoric vs. Reality
by Lucas White, Portfolio Manager, Focused Equity, GMO LLC Introduction Republicans have lashed out at the Inflation Reduction…
Dovish Drift: The BoC’s Cuts by 50 bps, Signals a More Cautious Path Ahead
"With interest rates no longer 'clearly in restrictive territory,' the central bank will take 'a more gradual approach'…
Thoughts From the Bond Vigilantes
Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoney’s Alternative Exchange1 event in mid-November 2024 (you’ll have to register to watch it, and it’s worth it), three of the industry’s boldest voices—David Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)—stepped onto the stage.
Consumers Say “Long Live the Bull Market”
by Jeffrey Buchbinder, CFA, Chief Equity Strategist, and Research Team, LPL Financial With additional content provided by Brian…
The Yen Strikes Back: How Japan’s Rate Moves Are Reshaping Global Markets
by SIACharts.com On July 31, 2024, the Bank of Japan raised its key interest rate to 0.25%, up…
Wesbury: Inflation Distractions
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios It’s hard to keep…
What It Takes to Win Elections, According to Former Canadian PM Stephen Harper
by Frank Holmes, CEO, CIO, U.S. Global Investors Last week, at the North American Blockchain Summit in Dallas,…
A Basket of Uncertainty Bolsters the Dollar
by Quincy Krosby, PhD, Chief Global Strategist, & Joshua Cline, Associate Analyst, LPL Financial The dollar’s continued climb…
Economic Resilience Continues to Impact Rate Outlook
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
What’s driving the recent surge in bond yields?
by Larry Adam, CIO, Raymond James Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Treasury…
A Reality Check on Trump’s Trifecta
by Hubert Marleau, Market Economist, Palos Management November 14, 2024 Based on bold promises that Trump and his…
