Section
Leading Indicators
137 posts
Denise Chisholm: Gov't Spending - Noise or Signal?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments February 21, 2025 Given recent headlines, investors have…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Seasonal Challenges With Economic Data
by Carl R. Tannenbaum, Chief Economist, Northern Trust Seasonal adjustments have limitations. At this time of year, those…
Safe Haven From the Trade War?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Forecasting Error Puts Fed On Wrong Side Again
by Lance Roberts, RIA The Federal Reserve’s record of forecasting has frequently led it to respond too late…
“Trumpflation” Risks Likely Overstated
by Lance Roberts, RIA With the re-election of President Donald Trump, the worries about tariffs and pro-business policies…
Investing in an era of flouted rules
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, BlackRock Key points An era of flouted rules: The…
Q3 Investor Letter: What If Rates Return to Yield Curve Averages?
by Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree & Jim Bianco, President and Macro Strategist, Bianco Research,…
Albert Edwards: "We’ll keep trying to look beneath the surface to discover the ‘truth’"
Albert Edwards' thesis of his latest report revolves around the surprising resilience of the US economy and the…
It’s a Bull Market You Know?
by William (Bill) H. Gross There was a reminder recently by Josh Brown, the excellent market strategist on…
Just When We Recalibrated, Another Shock Arrived
by Jeffrey Roach, PhD, Chief Economist, LPL Financial Federal Reserve Chair Jerome Powell said last month’s decision to…
Risks Facing Bullish Investors As September Begins
by Lance Roberts, RIA Since the end of the “Yen Carry Trade” correction in August, bullish positioning has…
Bank of Canada Cuts Overnight Rate by 0.25% to 4.25%
Governor Tiff Macklem led policymakers at The Bank of Canada, today, to cut interest rates for the third…
Tea-conomics
by Carl Tannenbaum, Chief Economist, Northern Trust The tea trade has lessons for today’s global commerce. My father…
Investment Strategies and Macroeconomic Insights with Unlimited's Bob Elliott
Listen on The Move Bob Elliott, CEO, and CIO at NYC-based Unlimited Funds joined us on the…
Rules Are Meant To Be Broken
by Ryan Boyle, Senior Economist, Northern Trust Previously reliable recession signals have not worked in this cycle. We…
