Section
Leading Indicators
118 posts
“Trumpflation” Risks Likely Overstated
by Lance Roberts, RIA With the re-election of President Donald Trump, the worries about tariffs and pro-business policies…
Investing in an era of flouted rules
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, BlackRock Key points An era of flouted rules: The…
Q3 Investor Letter: What If Rates Return to Yield Curve Averages?
by Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree & Jim Bianco, President and Macro Strategist, Bianco Research,…
Albert Edwards: "We’ll keep trying to look beneath the surface to discover the ‘truth’"
Albert Edwards' thesis of his latest report revolves around the surprising resilience of the US economy and the…
It’s a Bull Market You Know?
by William (Bill) H. Gross There was a reminder recently by Josh Brown, the excellent market strategist on…
Just When We Recalibrated, Another Shock Arrived
by Jeffrey Roach, PhD, Chief Economist, LPL Financial Federal Reserve Chair Jerome Powell said last month’s decision to…
Risks Facing Bullish Investors As September Begins
by Lance Roberts, RIA Since the end of the “Yen Carry Trade” correction in August, bullish positioning has…
Bank of Canada Cuts Overnight Rate by 0.25% to 4.25%
Governor Tiff Macklem led policymakers at The Bank of Canada, today, to cut interest rates for the third…
Tea-conomics
by Carl Tannenbaum, Chief Economist, Northern Trust The tea trade has lessons for today’s global commerce. My father…
Investment Strategies and Macroeconomic Insights with Unlimited's Bob Elliott
Listen on The Move Bob Elliott, CEO, and CIO at NYC-based Unlimited Funds joined us on the…
Rules Are Meant To Be Broken
by Ryan Boyle, Senior Economist, Northern Trust Previously reliable recession signals have not worked in this cycle. We…
5 views on tumbling markets
by Jared Franz, Gerald Du Manoir, Chris Buchbinder, John Queen & Steve Watson, Capital Group With global equity…
Monetary Policy is Out of Control
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Bear Traps Report: "Markets will keep pushing until they break the Fed"
The August 4 Turning Point by The Bear Traps Report by Larry McDonald highlights several key points regarding…
Sentiment Suddenly Shifts
by John Lynch, CIO, & Team, Comerica Wealth Management Are the markets pricing in recession or simply a…
