Section
Leading Indicators
143 posts
Recession Blues: Unfounded Fear?
by Liz Ann Sonders and Kevin Gordon, Charles Schwab & Company Ltd. The last time I wrote about…
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...
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…
Working Through It
by Carl Tannenbaum, Executive Vice President, and Chief Economist, Ryan Boyle, and Vaibhav Tandon, Northern Trust The Northern…
Jeffrey Sherman – 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. That’s…
Throwing Cold Water on the Excitement Around Foreign Economic Data
by Stephen Vanelli, CFA, Knowledge Leaders Capital Yesterday’s stocks reacted to a raft of overnight foreign economic data…
Maersk, the Largest Shipping Company, Warns on 2019 World Economic Outlook
Danish shipping company Maersk, the world's largest shipping company, is in a position to authoritatively say that what…
Equity Leaders Weekly: Copper indicating trade bullishness, Biotech indicating increasing risk appetite
Equity markets in North America and Asia Pacific have resumed their upward course this week after spending the…
Five Key Takeaways from PIMCO’s Cyclical Outlook: Synching Lower
Our long-standing views on risks to the status quo are being priced into financial markets, with heightened volatility…
Morgan Stanley: The stock market is at a tipping point, time to dump growth stocks for value
According to Morgan Stanley, we may have reached a tipping point for equities as a result of the…
