Section
Leading Indicators
204 posts
The Great Rate Reset: Why the 40-Year Bond Bull Is Over — and What to Do About It
by AdvisorAnalyst Editorial Team | September 12, 2026 The bond market has been sending a clear message for…
Looking Back, Looking Ahead (September 7, 2026)
The Bond Market Is Talking. Is Anyone Listening? The week ahead arrives with a cluster of data points…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Canada's Tariff Stress Test: Resilient, Not Invincible
In a recent episode of The Open Outcry Podcast, BMO Global Asset Management's Bipan Rai sits down with…
Bank of Canada Holds Again as Twin Pressures Mount
The Bank of Canada held its policy rate unchanged at 2.25% for a seventh consecutive meeting, a decision…
CIO Perspective: AI, the Fed and Market Opportunities
by Rick Rieder, Senior Managing Director, CIO, Global Fixed Income, BlackRock Are there more stars in the sky…
Section 338 and the Next Phase of the Trade War: What RBC Economics Sees Coming
The U.S.-Canada trade conflict has entered a new chapter, and the terms are notably less ambiguous than before.…
The Fed Is Standing Down: What GS' Hatzius Sees in the Data
Goldman Sachs chief economist Jan Hatzius published "Global Views: They're Not Hiking"1 on August 16, 2026, and the…
When Everybody Is on the Same Side of the Trade | David Rosenberg & Richard Bernstein
The AI Bubble, the Credit Market Signal, and What David Rosenberg and Richard Bernstein Own Instead
Lacy Hunt Turns Bearish Bonds: Studying His Reversal
by Michael Lebowitz, RIA Economist Lacy Hunt has been a bond bull longer than most money managers have…
The Misery Index Eases Pressure on the Fed
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “As predicted, the summer lull for stocks…
The Ground Has Shifted: Meketa's Mid-Year Macro Reckoning
What began as a framework organized around four familiar themes has become something considerably more urgent. When Meketa…
Global Investment Outlook—Resilience
A look at the resilient global economy, evolving market opportunities, and key risks shaping the investment outlook.
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.