Section
Leading Indicators
133 posts
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…
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...
Stagflation, Tariffs, and Tumbling Stocks: The Start of the Next Recession—or Best Buying Opportunity Since 2009?
by Hubert Marleau, Market Economist, Palos Management April 5, 2025 Last week, I wrote: “The 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 Resilience—and Risks—In Canadian Consumer Behaviour
Despite cratering consumer confidence, Canadian shoppers have yet to fully close their wallets. That’s 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 Institute 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…
The Stagflation Threat: Why Consumers, Traders, and Investors Are Sounding the Alarm
by Hubert Marleau, Market Economist, Palos Management February 28, 2025. I ended last week’s commentary by saying that…
Denise Chisholm: Gov't Spending - Noise or Signal?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments February 21, 2025 Given recent headlines, investors have…
Seasonal Challenges With Economic Data
by Carl R. Tannenbaum, Chief Economist, Northern Trust Seasonal adjustments have limitations. At this time of year, those…
Safe Haven From the Trade War?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Forecasting Error Puts Fed On Wrong Side Again
by Lance Roberts, RIA The Federal Reserve’s record of forecasting has frequently led it to respond too late…
