Section
Leading Indicators
100 posts
The Golden Path to an Immaculate Disinflation
by Hubert Marleau, Market Economist, Palos Management July 19, 2024 Several Fed officials confirmed that the immaculate disinflation…
Disinflation is Back on Track
by Hubert Marleau, Market Economist, Palos Management July 12, 2024 In prepared remarks, the Fed chair, Jerome Powell,…
Un Pas à Droite?
by Patrick Barbe, Senior Portfolio Manager & Ugo Lancioni, Senior Portfolio Manager, Neuberger Berman Midway through a record-breaking…
Awaiting a Crucial Employment Report
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Rival Inflation Measures
by Ryan Boyle, Senior Economist, Northern Trust However we measure inflation, we see an incomplete recovery. Last week,…
More Bad News, S’Il Vous Plaît
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. I think we might be in that very unique…
The Inflation Question
by Hubert Marleau, Market Economist, Palos Management May 17, 2024 While macro factors like growth, demand for safe…
The Dollar and Liquidity
by John Lynch, CIO, & Team, Comerica Wealth Management The U.S. dollar has been on a wild ride…
SIA's Paul Kornfeld: Buy the dip, or sell the rip? Are we at a turning point?
Listen on The Move In this episode with SIACharts' President, Paul Kornfeld, we kick off our conversation…
Gold, Inflation and the Fed
by John Lynch, CIO, & Team, Comerica Wealth Management Despite the year-to-date strength in equity prices, other market…
Small Businesses Tell A Big Story
by Ryan Boyle, Senior Economist, Northern Trust Small businesses are a vital part of the American economy. The…
Sonders: Slow(er) Ride to Rate Cuts
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. While focus remains…
Three Big Things Say “Immaculate Disinflation” is Not a Fairy Tale
by Hubert Marleau, Market Economist, Palos Management February 2, 2024 American exceptionalism may have faded, but not when…
Turbulence Ahead?
by Carl Tannenbaum, Vaibhav Tandon, Ryan James Boyle, Northern Trust Heightened volatility will complicate central banks' path toward…
DoubleLine Round Table Prime 2024: Macro Outlook
During the macroeconomic segment of its 2024 edition, participants in DoubleLine Round Table Prime among other issues debate…
