Section
Leading Indicators
118 posts
Risk of a Fed policy error and what it could mean for the global economy
by Robert Waldner, Chief Strategist and Head of Macro Research, Invesco Fixed Income Key takeaways U.S. inflation pressure…
Supply Chains Are Slowly Mending
by Carl Tannenbaum, Chief Economist, Northern Trust The availability of goods and cost of shipping are improving. The…
3 Charts Showing Optimism for the Global Shipping Industry
by Frank Holmes, CEO, CIO, U.S. Global Investors Container shipping companies have not been immune to the disruptive…
NFIB Signals A Recession Is Comingā¦Again
by Lance Roberts, RIA NFIB signals a recession is comingā¦again. The reason I say āagainā is because, in…
Inflation Could Look Even Worse This Week; Russia Still Has Logistical Issues
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THE U.S. ECONOMY ā and the jobs market…
Recession Blues: Unfounded Fear?
by Liz Ann Sonders and Kevin Gordon, Charles Schwab & Company Ltd. The last time I wrote about…
Bear Traps Report: De-Globalization is Inflationary
Copyright Ā© Larry McDonald, Bear Traps Report
Is Inflation on the Cusp of Coming Down?
by Stephen Vanelli, CFA, Knowledge Leaders Capital Tomorrow we get the consumer price index year-over-year for January, with…
Inflation Insulation: Navigating the Nuances of Inflationary and Rising-Rate Environments
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series, Franklin Templeton Investments Moderate inflation can be good,…
25 Mike Green: The Un-consensus on Today's Macro & Inflation
Michael Green, Chief Strategist at Simplify Asset Management joins Pierre Daillie and Adam Butler for a blockbuster of…
Hereās Why the Fed Could Stay Easy for a LOOONG Time
by Bryce Coward, CFA, Knowledge Leaders Capital This week Jerome Powell tossed the market a bone by hinting…
Working Through It
by Carl Tannenbaum, Executive Vice President, and Chief Economist, Ryan Boyle, and Vaibhav Tandon, Northern Trust The Northern…
Jeffrey Sherman ā Macro-Outlook: How Should Investors Be Positioning?
Jeffrey Sherman, Deputy CIO of Los Angeles-based DoubleLine Capital, which manages $137-billion in AUM joined us for an…
Hubert Marleau: The Outlook For the Canadian Dollar Is Constructive
by Hubert Marleau, Market Economist, Palos Management The stock market could have had a very lousy week because…
Scott Brown: Divided We Stand
by Scott Brown, Ph. D., Chief Economist, Raymond James Consumer attitude measures are divided by political affiliations. Thatās…
