Section
Leading Indicators
143 posts
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…
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...
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…
5 views on tumbling markets
by Jared Franz, Gerald Du Manoir, Chris Buchbinder, John Queen & Steve Watson, Capital Group With global equity…
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,…
