Section
Leading Indicators
138 posts
Goods Trade: Delayed Aggravation
by Ryan Boyle, Senior Economist, Northern Trust Expect to see supply gaps in the months ahead. Traveling last…
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...
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…
Global Economic Outlook: The Great Wall
by Carl Tannenbaum, Vaibhav Tandon, Ryan Boyle, Northern Trust President Trump has been a vocal admirer of Chinaās…
Powell Downplays Progress, Risks Becoming Trumpās Scapegoat
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
The Consumer Is Tapping Out
by Lance Roberts, RIA The recent implementation of tariffs has the media buzzing about increased recession odds as…
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 Recessionāor Best Buying Opportunity Since 2009?
by Hubert Marleau, Market Economist, Palos Management April 5, 2025 Last week, I wrote: āThe 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…
Staying focused through tariff uncertainty and market jitters
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stocks - Uncertainty contributed to a significant…
Growth Stocks Lead Selloff Amid Trade Fears
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Confidence Shaken, But Not Yet Spent: RBC Economists Decode the Resilienceāand RisksāIn Canadian Consumer Behaviour
Despite cratering consumer confidence, Canadian shoppers have yet to fully close their wallets. Thatās the key takeaway1 from…
A Future Uncertain: Recession Coming?
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Recession fears have…
Quick Thoughts: Why are equity markets sinking?
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton InstituteĀ US policy uncertainties have rattled…
On My Mind: Markets getting wobbly?
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO…
