Section
Leading Indicators
137 posts
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.…
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 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…
Muddling Through Stagflation
by John Mauldin, Mauldin Economics > Cheeseburgers and the Fed > Cleveland and British Columbia This week I…
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 Coming…Again
by Lance Roberts, RIA NFIB signals a recession is coming…again. The reason I say “again” 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 — 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 © 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…
Here’s 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…
