Section
Leading Indicators
137 posts
5 views on tumbling markets
by Jared Franz, Gerald Du Manoir, Chris Buchbinder, John Queen & Steve Watson, Capital Group With global equity…
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...
Monetary Policy is Out of Control
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Bear Traps Report: "Markets will keep pushing until they break the Fed"
The August 4 Turning Point by The Bear Traps Report by Larry McDonald highlights several key points regarding…
Sentiment Suddenly Shifts
by John Lynch, CIO, & Team, Comerica Wealth Management Are the markets pricing in recession or simply a…
The Economy is Landing: Inflation Is near the 2% Target
by Hubert Marleau, Market Economist, Palos Management August 2, 2024 The 12 voting members of the Fed have…
Fidelity: Economic outlook: Third quarter 2024
by Dirk Hofschire, CFA, Director of Asset Allocation Research & Team, Fidelity Investments Key takeaways Markets: Stocks rallied…
The View From Canada
by Carl Tannenbaum, Chief Economist, Northern Trust Risks to the global outlook are ever-present and ever-changing. Editor’s Note:…
The Golden Path to an Immaculate Disinflation
by Hubert Marleau, Market Economist, Palos Management July 19, 2024 Several Fed officials confirmed that the immaculate disinflation…
Disinflation is Back on Track
by Hubert Marleau, Market Economist, Palos Management July 12, 2024 In prepared remarks, the Fed chair, Jerome Powell,…
Un Pas à Droite?
by Patrick Barbe, Senior Portfolio Manager & Ugo Lancioni, Senior Portfolio Manager, Neuberger Berman Midway through a record-breaking…
Awaiting a Crucial Employment Report
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Rival Inflation Measures
by Ryan Boyle, Senior Economist, Northern Trust However we measure inflation, we see an incomplete recovery. Last week,…
More Bad News, S’Il Vous Plaît
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. I think we might be in that very unique…
The Inflation Question
by Hubert Marleau, Market Economist, Palos Management May 17, 2024 While macro factors like growth, demand for safe…
The Dollar and Liquidity
by John Lynch, CIO, & Team, Comerica Wealth Management The U.S. dollar has been on a wild ride…
