Section
Leading Indicators
170 posts
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…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
The Imminent Onset of a Recession is Unlikely
by Urban Carmel, The Fat Pitch Summary: The macro data from the past month continues to mostly point…
The Most Important Detail From the Flash PMI Report is About Inflation
by Bryce Coward, CFA, Knowledge Leaders Capital Among yesterday’s data releases was the widely followed ‘flash’ PMI report…
Thin-Air Credit Growth Slowdown Augurs Poorly for 2018 Domestic Demand Growth
by Paul Kasriel, The Econtrarian Thin-Air Credit Growth Slowdown Augurs Poorly for 2018 Domestic Demand Growth A majority…
Jeffrey Saut: Investment Strategy – The Curve
by Jeffrey Saut, Chief Investment Strategist, Raymond James Much has been written recently about the yield curve. According…
June Events Have Potential To Be Market Movers
by Matthew Peterson, and Ryan Detrick, LPL Research PDF Version KEY TAKEAWAYS • June brings several significant events…
Global Economic Outlook – April 2016 (Northern Trust)
Global Economic Outlook April 2016 by Carl R. Tannenbaum, Asha Bangalore, Victoria Marklew, Marshall Birkey, Ben Trinder, Brian…
Economic Risk Factor Update – December 2015
Economic Risk Factor Update – December 2015 by Brad McMillan, CIO, Commonwealth Financial Network Once again, it’s time…
Economic Risk Factor Update: November 2015
Economic Risk Factor Update: November 2015 by Brad McMillan, CIO, Commonwealth Financial Network Once again, it’s time for…
Ten Charts on the State of the Global Economy
by Short Side of Long Leading Indicators Chart 1 & 2: Global manufacturing still expanding… but at slower…
James Paulsen: Investment Outlook (December 4, 2014)
Unemployment Rate Falling Much Faster Than Expected by James Paulsen, Chief Investment Strategist, Wells Capital Management December 4,…
Why a 2015 Recession is Unlikely
by Calculated Risk Barry Ritholtz tweeted this morning: "Forcaster who was wrong about recession in 2010 sees recession…
4 Years Until The Next Recession? Not Likely
by Lance Roberts of STA Wealth Management, David Rosenberg, in one of his recent missives, wrote: "Historically, when…
“Bad News is Good” – A Hard Habit for Investors to Kick
Last week’s market performance proved that investors are having a hard time kicking a certain habit: treating “bad…
Liz Ann Sonders: Slow Ride: Housing’s Recovery Taking a Breather
by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc. June 2, 2014…
