Section
Leading Indicators
134 posts
Sonders: Slow(er) Ride to Rate Cuts
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. While focus remains…
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...
Three Big Things Say “Immaculate Disinflation” is Not a Fairy Tale
by Hubert Marleau, Market Economist, Palos Management February 2, 2024 American exceptionalism may have faded, but not when…
Turbulence Ahead?
by Carl Tannenbaum, Vaibhav Tandon, Ryan James Boyle, Northern Trust Heightened volatility will complicate central banks' path toward…
DoubleLine Round Table Prime 2024: Macro Outlook
During the macroeconomic segment of its 2024 edition, participants in DoubleLine Round Table Prime among other issues debate…
Fidelity's Ilan Kolet: 2024 Macro and Investment Outlook
Listen on The Move Join us for this enlightening conversation with Ilan Kolet, Institutional Portfolio Manager, Global Asset…
Deep Dive into Global Economic and Market Outlook, and AI's Role with Joaquin Kritz Lara
Listen on The Move Join us in conversation with Joaquin Kritz Lara, Chief Economist at Numera Analytics,…
Disinflation, Not Deflation
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios New home prices are…
The Weight Of High Interest Rates
by Carl Tannenbaum, Chief Economist, Northern Trust The potency of monetary policy will weigh more heavily on activity…
Key Macro Charts to Watch: Global Rate Ripples: Analyzing Key Players
Alfonso Peccatiello1 critiques the European Central Bank's (ECB) decision to raise interest rates to 4%, terming it a…
Piece of Work: Dissecting Labor Market Trends
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. The August jobs…
Global economic roundup: US jobs, European manufacturing, and Chinese confidence
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US jobs The August jobs report showed that…
Fiscal Madness
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
The Job Market is Cooling. So is Inflation.
by Hubert Marleau, Market Economist, Palos Management September 1, 2023 Earlier last month, a poll conducted by The…
Not All Recession Theories Make Sense
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
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…
