Section
Leading Indicators
143 posts
Disinflation, Not Deflation
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios New home prices are…
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...
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…
Seller's Inflation
by Vaibhav Tandon, Senior Economist, Northern Trust Corporate profits are being challenged by market forces, diminishing pricing power.…
Too good to be true?
by Raffaele Savi, Head of Systematic Investing & Co-Head of Systematic Active Equity, & Jeff Shen, PhD, Co-Head…
Inflation sticky? Not so much.
In his latest analysis1, Alfonso Peccatiello, Founder & Chief Strategist of The Macro Compass, examined the prevailing assumption…
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…
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…
The Restoration of Price Stability
by Hubert Marleau, Market Economist, Palos Management June 30, 2023 The foundation of sustained economic and financial soundness…
