Section
Interest Rates
1073 posts
Wesbury: Inflation Distractions
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios It’s hard to keep…
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...
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…
Politics, central banks, and what matters most to markets
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Stocks and elections - We’ve seen in the…
Brian Wesbury: Hold the Course
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Fed Watch: Speed Limit 25
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways Following November's quarter-point rate cut, the narrative…
Red Waves and Bond Graveyards: The Fed’s Nightmare in Trump’s America
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com
"What are they supposed to do now?" muses Gavekal.1 In a week filled with post-election jitters and bond market bruises,...
Investing Around the Election and the Government Debt Problem
by Rick Rieder, CIO of Global Fixed Income, BlackRock "An investment in knowledge pays the best interest" -…
Navigating the tight policy, loose liquidity paradox
by Dan Suzuki, CFA, Deputy CIO, Richard Bernstein Advisors Tight Fed policy doesn't always equate to tight liquidity…
As interest rates fall, new stock opportunities arise
by Tony DeSpirito, Managing Director, Global Chief Investment Officer, Fundamental Equities The start of a rate-cutting cycle has…
The rise of rentership: What this global real estate shift means for investors
by Daniel Scher, Portfolio Manager, Research Analyst, Franklin Equity Group & Blair Schmicker, CFA, Vice President, Research Analyst,…
The inverted yield curve: Still a reliable signal?
by Tracey Manzi, Senior Investment Strategist, Raymond James Senior Investment Strategist Tracey Manzi notes that while the predictive…
