Section
Interest Rates
1053 posts
Jurrien Timmer: Twilight of The Bull
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Testing Resistance It’s now week…
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...
Volatility is the theme of the moment
by Nick Goetze, Fixed Income, Raymond James Nick Goetze discusses fixed income market conditions and offers insight for…
The Consumer Is Tapping Out
by Lance Roberts, RIA The recent implementation of tariffs has the media buzzing about increased recession odds as…
Time to Cut Rates
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Howard Marks: Nobody Knows (Yet Again)
by Howard Marks, Vice-Chairman, Oaktree Capital On Monday, September 15, 2008, shortly after the close of the New…
Making sense of Treasury jitters
by Stephen Dover, CFA, Head of Franklin Templeton Institute, Larry Hatheway, Global Investment Strategist, Rick Polsinello, Senior Market Strategist Following…
Tariffs, Tensions, and Trade Troubles: Randall Bartlett Unpacks the Economic Outlook for Advisors
As the dust settles on another round of trade turbulence between Canada and the United States, following the…
Stagflation, Tariffs, and Tumbling Stocks: The Start of the Next Recession—or Best Buying Opportunity Since 2009?
by Hubert Marleau, Market Economist, Palos Management April 5, 2025 Last week, I wrote: “The bottom line is…
Canada's Tariff Tangle: What Investors Need to Know Now
In a world increasingly defined by surprise policy shifts and geopolitical gambits, tariffs have once again become front-page…
Shock, Slack, and Strategy: Why Canadian Markets Just Hit a Turning Point
It is the kind of conversation that starts with a whisper and ends in a thunderclap. In the…
Quick Thoughts: The end of the free trade era
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Why the new Trump tariffs…
Is 'Stagflation Lite' on tap?
by Paul Eitelman, Russell Investments The U.S. Fed left interest rates unchanged today as widely anticipated, noting uncertainty…
Fed Holds Steady, Cites "Elevated Uncertainty"
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd. The Fed held the federal funds…
The Inflationista Illuminati
by John Mauldin, Mauldin Economics Last week we published a chart of the Atlanta Fed’s GDPNow model, which…
Quick Thoughts: Risk vs. uncertainty
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Weaker US economic data is…
