Section
Leading Indicators
153 posts
Stocks Sailing Smoothly Through Policy Crosscurrents So Far
LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current administration.
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...
The Walls Trump Put Up to Protect Americans May Imprison Them
by Hubert Marleau, Market Economist, Palos Management August 8, 2025 The U.S. has been transformed into a high-tariff…
Uncertainty Squared
by John Mauldin, Mauldin Economics Collective Thinking Thoughts on Tariffs and Inflation Front Running “The Only Viable Tool”…
US rally relieves—but does not reassure
US equities underperformed global markets in the first six months of 2025, but continue to trade at a premium to foreign markets. ClearBridge Investments outlines the case for global diversification.
Above the Noise: Fed chair, rising prices, and policy winners
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Fed independence matters - If markets perceive the Federal Reserve…
What's your number?
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Inflationary Confusion
by John Mauldin, Mauldin Economics If you listen to the media—both MSM and social media—it seems like everyone…
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…
Not So Hot
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
The Dollar’s Death Is Greatly Exaggerated
by Lance Roberts, RIA The narrative surrounding the “dollar’s death” as the world’s reserve currency has been on…
2025 midyear investment outlook: The global reset
by Invesco Global Market Strategy Office Key takeaways Continued uncertainty - We’re wary about precise estimates of where tariff…
The View From The Far East
by Carl Tannenbaum, Chief Economist, Northern Trust Asian economies are in the crosshairs of U.S. trade policy. There…
Wesbury: GDP Up, Inflation Down
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Ray Dalio Is Predicting A Financial Crisis…Again.
by Lance Roberts, RIA Ray Dalio, the former head of Bridgewater Associates, is back in the media, trying…
Canada’s Economic Balancing Act: Domestic Resilience vs. Trade Headwinds
As global trade uncertainty rattles confidence and investment, Canada’s economy enters the second half of 2025 with a…
