Section
Leading Indicators
134 posts
Closer to a Turning Point
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
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...
Inflation Will Bounce
by Jared Dillian, The 10th Man Yesterday’s CPI report showed that inflation continues to slow to 5% on…
Disturbing Thoughts
by John Mauldin, Frontline Thoughts, Mauldin Economics Something Odd Giant Assumptions “We’re Going to Have a Crisis” 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 – Chief Economistm & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
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…
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…
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…
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.…
The labor market is dead, long live the labor market
by Eugenio Alemán, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. While economists…
Are your clients prepared for a potential recession?
by Cory Christiana, Russell Investments Let’s face it, the last three years have been challenging for investors. The…
