Section
Leading Indicators
137 posts
Looking Back at the Markets in April and Ahead to May 2023
by Brad McMillan, CIO, Commonwealth Financial Network After moderate gains in March, markets continued to rally in April.…
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...
Why the next economic recovery may be stronger than expected
by Jared Franz, Economist, Capital Group Three questions have weighed on investorsā minds for months: Will there be…
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…
Closer to a Turning Point
by Brian S. Wesbury ā Chief Economist & Robert Stein, CFA ā Deputy Chief Economist, First Trust Portfolios…
Inflation Will Bounce
by Jared Dillian, The 10th Man Yesterdayās CPI report showed that inflation continues to slow to 5% on…
Disturbing Thoughts
by John Mauldin, Frontline Thoughts, Mauldin Economics Something Odd Giant Assumptions āWeāre Going to Have a Crisisā Austin,…
"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…
Disinflation Is Still On
by Hubert Marleau, Market Economist, Palos Management March 3, 2023 Good news has been bad lately for both…
Monetary Mayhem Clouds Crystal Ball
by Brian S. Wesbury ā Chief Economistm & Robert Stein, CFA ā Deputy Chief Economist, First Trust Portfolios…
A love letter to the worldās central bankers
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Recognizing central bankers On this Valentineās Day, thereās…
Pondering the Fedās 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…
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…
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…
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…
Helpless? Recession Risks Abound
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Leading indicators continue…
