Browsing Category
Monetary Policy
832 posts
Key Macro Charts to Watch: Global Rate Ripples: Analyzing Key Players
Alfonso Peccatiello1 critiques the European Central Bank's (ECB) decision to raise interest rates to 4%, terming it a…
Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink
By David Stonehouse, MBA, CFA®, SVP & Head of North American and Specialty Investments, AGF Investments Inc. To…
The Fed will cut rates in 2024
by Jared Dillian, MFA, The 10th Man That’s a bold prediction in the title. I believe it will…
Higher Rates & A Shutdown On The Menu
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Political Gridlock but Fiscal Largesse
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman How political dysfunction undermines debt sustainability and…
The Regime of High Inflation is Over: It’s Cooling
by Hubert Marleau, Market Economist, Palos Management September 15, 2023 The US economy, like all others, is permanently…
Our Stagflationary Future
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Global economic roundup: US jobs, European manufacturing, and Chinese confidence
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US jobs The August jobs report showed that…
Inflation Expectations
by William Smead, CIO, Smead Capital Management Dear fellow investors, As the chart below shows, investors are demanding…
EMs begin to cut rates as inflation trends lower
by Kirstie Spence & Harry Phinney, Fixed Income Portfolio Managers, Capital Group Brazil’s central bank kicked off a…
MFS' Rob Almeida and Erik Weisman: A Mid-Year Conversation on the Economy
Global Investment Strategist Rob Almeida and Chief Economist Erik Weisman discuss the current state of the economy, including…
Is there a rhyme or reason in this market?
by Nick Goetze, Raymond James Nick Goetze discusses fixed income market conditions and offers insight for bond investors.…
Inflation: Better But Not Good
by Ryan Jame Boyle, Senior Economist, Northern Trust A favorable inflation report is just one step in a…
Marko Papic: War and Peace, Crime and Punishment, and... The Idiot
by Marko Papic, Chief Strategist, Clocktower Group Copyright © Clocktower Group
The Art of Being Early in Go-Anywhere Fixed Income Investing
Tristan Sones and Tom Nakamura, Co-Heads of Fixed Income at AGF Investments discuss their outlook on fixed income, and their key strategic and tactical investment ideas for today's uncertain economic climate.
