Browsing Category
Leading Indicators
40 posts
NFIB Signals A Recession Is Coming…Again
by Lance Roberts, RIA NFIB signals a recession is coming…again. The reason I say “again” is because, in…
June 19, 2022
Inflation Could Look Even Worse This Week; Russia Still Has Logistical Issues
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THE U.S. ECONOMY — and the jobs market…
April 11, 2022
Recession Blues: Unfounded Fear?
by Liz Ann Sonders and Kevin Gordon, Charles Schwab & Company Ltd. The last time I wrote about…
March 21, 2022
Bear Traps Report: De-Globalization is Inflationary
Copyright © Larry McDonald, Bear Traps Report
March 18, 2022
Is Inflation on the Cusp of Coming Down?
by Stephen Vanelli, CFA, Knowledge Leaders Capital Tomorrow we get the consumer price index year-over-year for January, with…
February 11, 2022
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,…
December 2, 2021
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…
November 18, 2021
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…
November 16, 2021
Working Through It
by Carl Tannenbaum, Executive Vice President, and Chief Economist, Ryan Boyle, and Vaibhav Tandon, Northern Trust The Northern…
November 14, 2021
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…
September 23, 2021
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…
April 25, 2021
Scott Brown: Divided We Stand
by Scott Brown, Ph. D., Chief Economist, Raymond James Consumer attitude measures are divided by political affiliations. That’s…
November 26, 2019
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…
April 12, 2019
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…
February 22, 2019
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…
February 22, 2019