Browsing Category
Monetary Policy
884 posts
The Last Mile of Inflation
by Hubert Marleau, Market Economist, Palos Management March 17, 2024 After a seriously missed January reading on inflation,…
March 17, 2024
Monetary Policy Madness: Will central banksâ strategies be successful?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank of Canada (BOC) The BOC is…
March 14, 2024
In Defense of the 60-40 Portfolio
by Chris Fasciano, Senior Portfolio Manager at Commonwealth Financial Network Nobel Prize winners and âModern Portfolio Theoryâ pioneers…
March 13, 2024
Could ECB Rate Cuts Beat the Fed to the Punch?
by Sandra Rhouma, European EconomistâFixed Income & John Taylor, DirectorâGlobal Multi-Sector, AllianceBernstein Although markets expect both the Fed and…
March 12, 2024
The Fed Hesitates and the Markets Wait
by Kathy Jones, Managing Director, Chief Fixed Income Strategist, Schwab Center for Financial Research Although a strong economy…
March 6, 2024
With a dovish tilt, BoC keeps rates steady in March
In an analysis today, Claire Fan, Economist, at RBC Economics explored the Bank of Canada's decision to keep…
March 6, 2024
China, the Fedâs dot plot, and other things to watch in March
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Eyes on China China's National People's Congress convened…
March 5, 2024
Wesbury: Is a Debt Spiral Already Here?
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Washington DC continues to…
March 4, 2024
Income opportunities in an evolving investment landscape
by Ed Perks, CIO, Franklin Income Investors The investment landscape continues to evolve as the Federal Reserve responds…
February 29, 2024
Whatâs right with the world
by Jared Franz, Jeff Garcia & Carl Kawaja, Capital Group A daily diet of negative news can lead…
February 28, 2024
Four grey swan events that may impact markets this year
by Aly Somani, CFA, Portfolio Manager, SLGI Asset Management Inc. Recall our insights last year on "grey swans":…
February 28, 2024
Keeping an Eye on Liquidity as Risks Converge
by AJ Rivers, CFA and Lucas Krupa, AllianceBernstein The Fedâs close monitoring and well-signaled tapering of QT should…
February 22, 2024
Inflation and Consumer Sentiment
by Shannon L. Saccocia, CFA, Chief Investment OfficerâPrivate Wealth, Neuberger Berman U.S. consumer sentiment has defied predictions of…
February 19, 2024
Inflation Got a Body Check in January
by Hubert Marleau, Market Economist, Palos Management February 17, 2024 The Bureau of Labor Statistics reported a 3.1%…
February 19, 2024
Will NYCB lead to another regional bank crisis?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank concerns On Jan. 30, concerns about regional…
February 13, 2024