Section
Monetary Policy
1012 posts
On My Mind: 2025âLooking good, feeling good?
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Even with the uncertainty surrounding the new…
Recalibration Is Complete Now that the Policy Rate is Neutral
by Hubert Marleau, Market Economist, Palos Management December 22, 2024 The Federal Reserve cut its policy rate by…
Fedâs Slow Dance: Inflation, Resilience, and the Long Road Ahead
"The Federal Reserveâs policies are like a game of Jengaâmove too quickly, and the whole structure wobbles." The…
Inflation, Eh? Taylor Swift, Black Friday, and the Path to 2%
"The laws of supply and demand donât care about concerts, couches, or concerts on couches." Inflation in Canada…
Key takeaways from the latest round of central bank meetings
by BeiChen Lin, Russell Investments Executive summary: The Nasdaq Composite Index crossed 20,000 for the first time ever…
Siegelâs Take: Inflation, Trump, and the Fedâs Hidden Rate Reality
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Questions No One Dares Ask Jerome PowellâBut Should
by Brian S. Wesbury â Chief Economist & Robert Stein, CFA â Deputy Chief Economist, First Trust Portfolios…
Whatâs in Store for Central Bank Policy?
by David Stonehouse, SVP & Head of North American and Specialty Investments, AGF Investments Inc. As many as…
Alternative Allocations: A CIOâs perspective on allocating to alts
by Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute In the latest Alternative Allocations podcast, the benefits…
The Future of the Inflation Reduction Act â Rhetoric vs. Reality
by Lucas White, Portfolio Manager, Focused Equity, GMO LLC Introduction Republicans have lashed out at the Inflation Reduction…
Dovish Drift: The BoCâs Cuts by 50 bps, Signals a More Cautious Path Ahead
"With interest rates no longer 'clearly in restrictive territory,' the central bank will take 'a more gradual approach'…
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoneyâs Alternative Exchange1 event in mid-November 2024 (youâll have to register to watch it, and itâs worth it), three of the industryâs boldest voicesâDavid Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)âstepped onto the stage.
The Yen Strikes Back: How Japanâs Rate Moves Are Reshaping Global Markets
by SIACharts.com On July 31, 2024, the Bank of Japan raised its key interest rate to 0.25%, up…
Wesbury: Inflation Distractions
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Itâs hard to keep…
What It Takes to Win Elections, According to Former Canadian PM Stephen Harper
by Frank Holmes, CEO, CIO, U.S. Global Investors Last week, at the North American Blockchain Summit in Dallas,…
