Section
Interest Rates
1053 posts
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
by LPL Research Recently, the LPL Research team published the 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations. A…
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...
Sadiq Adatiaâs Big Shift: Betting on Whatâs Been Left Behind
When youâre the Chief Investment Officer overseeing $75 billion in assets, every move matters. Sadiq Adatia of BMO…
Global X Mid-Year Outlook: Strategies for a Shifting Market Landscape
Global X ETFs' Chris McHaney, Raghav Mehta, Brooke Thackray, Alex Smahtin, and Andrew Albrecht provide their perspectives in…
The Fedâs âTransitoryâ Mistake Is Affecting Its Outlook
by Lance Roberts, RIA In 2023 and 2024, the Fed was under intense public and media scrutiny for…
The Dollarâs Death Is Greatly Exaggerated
by Lance Roberts, RIA The narrative surrounding the âdollarâs deathâ as the worldâs reserve currency has been on…
Fed Keeps Rates Steady, Says Risks Still Elevated
The Fed held the federal funds rate steady but noted that the risks of inflation and potentially higher unemployment remained high.
"Surreal" Market Signals and the Road Ahead: Gundlach's Mid-Year Macro Dissection
Jeffrey Gundlach, the ever-skeptical maestro of macro at DoubleLine Capital, titled his June 10, 2025 webcast1 "Surreal"âa fitting…
Powellâs Dilemma: Cut Too Late, or Cut Too Little?
Hubert Marleau breaks down why the Fedâs dot plot is missing the bigger macro pictureâand why the S&P 500 could still hit 6600.
2025 midyear investment outlook: The global reset
by Invesco Global Market Strategy Office Key takeaways Continued uncertainty -Â Weâre wary about precise estimates of where tariff…
Wesbury: Thoughts on Inflation
by Brian S. Wesbury â Chief Economist & Robert Stein, CFA â Deputy Chief Economist, First Trust Portolios…
Mr. Crypto Goes to Washington
by Hubert Marleau, Market Economist, Palos Management June 6, 2025 A large number of my readers want to…
Passive Aggressive: The Increasing Risks of Passive Dominance
by Chris Brightman, Campbell Harvey, Forrest Henslee, Research Affiliates Key Points Passive capitalization-weighted index funds now surpass active…
Bank of Canada Hits Pause AgainâBut Whatâs Next? RBCâs Claire Fan Has Thoughts
For the second time in a row, the Bank of Canada has opted to stand pat, holding its…
Where Have All the (Duration) Buyers Gone?
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Research It has seemingly been a one-way move higher in…
Market Ethos: Debt Sustainability
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments In late 2009, Greece came to market to…
