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Leading Indicators
35 posts
Inflation Insulation: Navigating the Nuances of Inflationary and Rising-Rate Environments
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series, Franklin Templeton Investments Moderate inflation can be good,…
25 Mike Green: The Un-consensus on Today's Macro & Inflation
Michael Green, Chief Strategist at Simplify Asset Management joins Pierre Daillie and Adam Butler for a blockbuster of…
Here’s Why the Fed Could Stay Easy for a LOOONG Time
by Bryce Coward, CFA, Knowledge Leaders Capital This week Jerome Powell tossed the market a bone by hinting…
Working Through It
by Carl Tannenbaum, Executive Vice President, and Chief Economist, Ryan Boyle, and Vaibhav Tandon, Northern Trust The Northern…
Jeffrey Sherman – Macro-Outlook: How Should Investors Be Positioning?
Jeffrey Sherman, Deputy CIO of Los Angeles-based DoubleLine Capital, which manages $137-billion in AUM joined us for an…
Hubert Marleau: The Outlook For the Canadian Dollar Is Constructive
by Hubert Marleau, Market Economist, Palos Management The stock market could have had a very lousy week because…
Scott Brown: Divided We Stand
by Scott Brown, Ph. D., Chief Economist, Raymond James Consumer attitude measures are divided by political affiliations. That’s…
Throwing Cold Water on the Excitement Around Foreign Economic Data
by Stephen Vanelli, CFA, Knowledge Leaders Capital Yesterday’s stocks reacted to a raft of overnight foreign economic data…
Maersk, the Largest Shipping Company, Warns on 2019 World Economic Outlook
Danish shipping company Maersk, the world's largest shipping company, is in a position to authoritatively say that what…
Equity Leaders Weekly: Copper indicating trade bullishness, Biotech indicating increasing risk appetite
Equity markets in North America and Asia Pacific have resumed their upward course this week after spending the…
Five Key Takeaways from PIMCO’s Cyclical Outlook: Synching Lower
Our long-standing views on risks to the status quo are being priced into financial markets, with heightened volatility…
Morgan Stanley: The stock market is at a tipping point, time to dump growth stocks for value
According to Morgan Stanley, we may have reached a tipping point for equities as a result of the…
Market Ethos: Bond Yields Rising
by Craig Basinger, Chris Kerlow, Shane Obata, Derek Benedet, Connected Wealth, RichardsonGMP The market correction experienced in late…
Alfred Lee: Do Passive Strategies Still Make Sense for Fixed Income?
Alfred Lee, Portfolio Manager and Investment Strategist, BMO ETFs takes on the notion of whether it makes sense…
Second Hand News: Facing a Second Derivative Economic Inflection Point?
by Liz Ann Sonders, SVP, Chief Investment Strategist, Charles Schwab and Company August 13, 2018 Key Points U.S.…
