Section
Leading Indicators
151 posts
Uncertainty Squared
by John Mauldin, Mauldin Economics Collective Thinking Thoughts on Tariffs and Inflation Front Running “The Only Viable Tool”…
July 29, 2025
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...
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.
July 29, 2025
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…
July 29, 2025
What's your number?
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
July 24, 2025
Inflationary Confusion
by John Mauldin, Mauldin Economics If you listen to the media—both MSM and social media—it seems like everyone…
July 23, 2025
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…
July 10, 2025
Not So Hot
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
July 9, 2025
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…
June 25, 2025
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…
June 12, 2025
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…
June 10, 2025
Wesbury: GDP Up, Inflation Down
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
June 2, 2025
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…
June 1, 2025
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…
May 26, 2025
Goods Trade: Delayed Aggravation
by Ryan Boyle, Senior Economist, Northern Trust Expect to see supply gaps in the months ahead. Traveling last…
May 16, 2025
Markets Betting on Tariff Relief But Impact Still Lurks
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
May 5, 2025