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Leading Indicators
91 posts
Why the next economic recovery may be stronger than expected
by Jared Franz, Economist, Capital Group Three questions have weighed on investors’ minds for months: Will there be…
May 8, 2023
DoubleLine's Jeffrey Sherman: Tight Credit, Sticky Inflation, Bad Breadth... What Else?
Listen on The Move In this episode we get into an insight-filled conversation about the current state…
April 25, 2023
Closer to a Turning Point
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
April 24, 2023
Inflation Will Bounce
by Jared Dillian, The 10th Man Yesterday’s CPI report showed that inflation continues to slow to 5% on…
April 19, 2023
Disturbing Thoughts
by John Mauldin, Frontline Thoughts, Mauldin Economics Something Odd Giant Assumptions “We’re Going to Have a Crisis” Austin,…
April 2, 2023
"Money Creation is King" at Predicting EPS Outlook (with Lead Time)
Listen to this article (2:42)" "Money creation is king," says Alfonso Peccatiello, Founder and Macro Strategist…
March 7, 2023
Disinflation Is Still On
by Hubert Marleau, Market Economist, Palos Management March 3, 2023 Good news has been bad lately for both…
March 5, 2023
Monetary Mayhem Clouds Crystal Ball
by Brian S. Wesbury – Chief Economistm & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
February 21, 2023
A love letter to the world’s central bankers
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Recognizing central bankers On this Valentine’s Day, there’s…
February 14, 2023
Pondering the Fed’s Rate Path: Winning the Inflation War
by Hubert Marleau, Market Economist, Palos Management February 10, 2023 Traders should have been happy with this week's…
February 12, 2023
Are Jerome Powell and I looking at the same data?
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Sticky service inflation Powell indicated that service inflation would…
February 8, 2023
Things (i.e. CPI) in Atlanta are Dropping Like a Stone
by Stephen Vanelli, CFA, Knowledge Leaders Capital The Atlanta Fed Flexible CPI is a price series developed by…
January 26, 2023
US PMIs Show the Fed Walking a Fine Line
by Brian Clark, Knowledge Leaders Capital The US Purchasing Managers Composite Index (PMI) increased in January to 46.6…
January 26, 2023
Helpless? Recession Risks Abound
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Leading indicators continue…
January 23, 2023
Best and Brightest Conference Call, January 10, 2023
Brian Wesbury, Chief Economist, First Trust Portfolios, shares First Trust's best and brightest spots for the year ahead.…
January 16, 2023