Section
Leading Indicators
170 posts
Disruptive Thoughts
by John Mauldin, Mauldin Economics Resistance Was Futile Gradual or Sudden Asymmetric Gains I Need Your Help My…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Above the Noise: Rate cuts, productivity gains, and gold surge
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Rate cuts - How do stocks respond to rate cuts?…
Inflation or employment? The Fed makes its choice
by Tom Hollenberg, Jared Franz, Charles Ellwein, & Jody Jonsson, Capital Group The scales have tipped in the…
Two More Cuts Anticipated
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
China Tries To Curb Competition Excess capacity leads to excessive competition.
by Carl Tannebaum, Chief Economist, Northern Trust Excess capacity leads to excessive competition. I learned a new English…
Wesbury: Risk Management
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Fed Watch: Will It Be Déjà vu All Over Again?
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways With the Fed resuming rate cuts at…
Will Stocks Rally Through Year Two of the Fed Cutting Cycle?
by Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. The…
FOMC preview: Tariffs begin to bite, and the labor market softens
by Eugenio J. Alemán, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. With…
Bulls vs. Bears: How BMO GAM Weighs Opposing Signals
As summer gives way to fall, uncertainty is once again the main theme investors can’t ignore. Trade fights,…
Dot Plot To Set the Tone
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
RBC Economics: Five Disruptors Shaping the U.S. Economy
The U.S. economy isn’t following the script. Rates are high, but unemployment hasn’t spiked. Tariffs are at century-long…
Trade War Bite Shows Up in Canadian Jobs: RBC's Claire Fan on August’s LFS Print
Canada’s labour market just sent a clear signal: the trade war is no longer an abstract headline—it’s hitting…
Calm Before the Storm? September Rally Outlook
Explore September stock market trends, S&P 500 seasonality, earnings growth, and Fed rate cut expectations in LPL Research’s Weekly Market Commentary.
Jobs In Focus as Market Trends Hold
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
