Section
Leading Indicators
188 posts
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.…
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…
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
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…
Macro Moments Weekly: Canada charts new trade and investment
Start your week with insight on global market news and perspective on what’s ahead.
Deal with It
by Samuel Rines, Macro Strategist, Model Portfolios, WisdomTree FaST (Few Sentence Takeaway): There is (another) framework for a…
Fed Watch: “Risk Management” Continues
by Kevin Flanagan Head of Fixed Income Strategy, WisdomTree Key Takeaways The Federal Reserve’s October rate cut, to…
Tariffs and Trade Winds
The IMF offers a measure of the cost of uncertainty.