Section
Leading Indicators
192 posts
Canada's Economy Is Bruised, Not Broken — But the Map Has Fractured
RBC Economics' Q2 2026 Quarterly Canadian Outlook, led by Chief Economist Frances Donald, delivers a diagnosis that cuts through the noise: headline GDP numbers are lying to you.
The AI 'Jobs Apocalypse' That Isn't — A Closer Look at What the Data Actually Shows
by Editorial Team, AdvisorAnalyst The doomsday clock is ticking — at least according to the growing chorus of…
Bull Markets Climb Walls of Worry: Jeff Schulze's Case for Staying Invested
ClearBridge's Head of Economic and Market Research sees a resilient economy, accelerating earnings, and a labor market at historic strength — and argues that skepticism itself is the fuel that keeps bull markets running.
The “Scarlet K”—A misleading consumption divergence story
The US outlook has been branded with a new scarlet letter: a K. The prevailing narrative describes a “K-shaped” economy overly reliant on consumption by high-income households. According to Franklin Templeton Fixed Income CIO Sonal Desai, that narrative is quite misleading. She notes that incomes have been rising broadly across the population and argues that the economy looks more resilient than the headlines suggest.
Looking beyond conflict: Viewing volatility as opportunity
by Steve Watson, Equity Portfolio Manager, Capital Group Investors are climbing a high wall of worries in 2026.…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Market Ethos: Navigating the Noise
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Most would likely agree the world…
Oil, Yields, and the Economy's Long Hangover
Charles Schwab's Liz Ann Sonders and Collin Martin parse the war's economic aftershocks, the inflation treadmill, and what earnings estimates are actually telling investors.
War in Iran: Goldman Sachs Maps the Global Economic Fallout
A new research note from Goldman Sachs charts the macro damage — measured, conditional, and carrying a warning about what happens if the Strait of Hormuz stays shut.
What Aren’t the Markets Considering for 2026?
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree While the breaking news regarding…
Fed consensus is great; dissent is even better
by Eugenio J. Alemán, Chief Economist, Raymond James This week, the Federal Reserve’s (Fed) Federal Open Market Committee…
Wesbury: No More Flying Blind!
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Fed Cuts Rates for the Third Time This Year
The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, Fed Chairman Powell hinted at a pause ahead, and there were several dissents.
The Bank of Canada Hits Pause, But Inflation Risks Are Creeping Back In
The Bank of Canada’s December announcement landed exactly as predicted. Everyone, from markets to advisors to economists, was…
The Final Stretch
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Apart from a volatile spat in March and April…
Jobs Data From Alternative Sources May Drive Fed’s Next Move
by Lance Roberts, RIA With the federal government shutdown delaying critical economic reports, the official jobs data remains…