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Leading Indicators
91 posts
Not All Recession Theories Make Sense
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
July 31, 2023
Yogi Berra said: “It’s tough to make predictions, especially about the future.”
by Hubert Marleau, Market Economist, Palos Management July 21, 2023 At the moment, the U.S. economy is in…
July 23, 2023
Seller's Inflation
by Vaibhav Tandon, Senior Economist, Northern Trust Corporate profits are being challenged by market forces, diminishing pricing power.…
July 18, 2023
Too good to be true?
by Raffaele Savi, Head of Systematic Investing & Co-Head of Systematic Active Equity, & Jeff Shen, PhD, Co-Head…
July 18, 2023
Inflation sticky? Not so much.
In his latest analysis1, Alfonso Peccatiello, Founder & Chief Strategist of The Macro Compass, examined the prevailing assumption…
July 13, 2023
2023 Midyear Outlook: Asset Allocation Risks and Opportunities
by Brian Price, CFA®, Managing Principal, Investment Management and Research, Commonwealth Financial Network® What a year it has…
July 13, 2023
A Cooling Labour Market Will Bring Inflation Relief
by Hubert Marleau, Market Economist, Palos Management July 7, 2023 What is regrettable about the financial markets is…
July 9, 2023
The Restoration of Price Stability
by Hubert Marleau, Market Economist, Palos Management June 30, 2023 The foundation of sustained economic and financial soundness…
July 3, 2023
Bond outlook: Fed pause leaves many paths to income potential
by Pramod Atluri, Tara L. Torrens, and Courtney Wolf, Fixed Income Portfolio Managers, Capital Group Bonds today provide…
June 22, 2023
Schwab Market Perspective: Different Speeds
by Liz Ann Sonders, Chief Investment Strategist, Jeffrey Kleintop, Kathy Jones and Kevin Gordon, Charles Schwab & Company…
June 18, 2023
Investors Puzzle Over Market Resilience Despite Fed's Stance
In a landscape where stock markets are surging, it's easy to overlook the undercurrents of central bank activity,…
June 18, 2023
Decision time for the U.S. Federal Reserve: To pause or not to pause?
by Kristina Hooper, Chief Global Investment Strategist, Invesco Key takeaways Rate hikes pick up Last week was a…
June 14, 2023
Conflicting signals add uncertainty to Fed's rate path
by Larry Adam, CIO, Raymond James Choppiness in the equity market continues as investors look to see a…
June 2, 2023
Hubert Marleau: The Scenario is Changing
by Hubert Marleau, Market Economist, Palos Management May 21, 2023 Investors applauded signs that two of their biggest…
May 22, 2023
Looking Back at the Markets in April and Ahead to May 2023
by Brad McMillan, CIO, Commonwealth Financial Network After moderate gains in March, markets continued to rally in April.…
May 10, 2023