Section
Monetary Policy
1232 posts
Alan Greenspan, RIP
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
The Federal Reserve Has Spoken
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote that the market faced a key inflection…
The Warsh Fed—Return to Orthodoxy
Kevin Warsh came out as a hawk during his first press conference as Federal Reserve (Fed) chair. Franklin Templeton Fixed Income CIO Sonal Desai believes that he may be the most hawkish chair since Paul Volcker. Warsh stressed that the Fed can and will bring inflation back to 2%, and signaled his preference for a smaller balance sheet and no forward guidance—a welcome return to more orthodox monetary policy.
Value's Moment: Canada, Tariffs, and the Case for Stock Picking
Richard Wong of Mackenzie's Cundill boutique on why valuation is back, where to find opportunity in Canada, and how to think about AI without the hype.
Bank of Canada Holds Again — But the Calm Has a Cost
RBC's Claire Fan unpacks the BoC's fifth consecutive hold and what the silence between the lines actually signals.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Inflation fears?
by Michael Browne, Global Investment Strategist, Franklin Templeton Investments When the US-Iran war started, we highlighted that second-round…
Record Highs on the Back of Earnings and AI — But Can the Rally Survive Sticky Inflation?
Astoria Portfolio Advisors' June 2026 macro outlook navigates a market at all-time highs, a new Fed chair inheriting a difficult hand, and a SpaceX IPO that history says to approach with caution.
Fog at the Fed: Why Summer's Rate Outlook Is Anything But Clear
Sage Advisory's Komson Silapachai and Thomas Urano parse a deceptively resilient economy, a geopolitically constrained energy market, and a Fed chair who has already telegraphed that he won't telegraph anything.
Are Bessent’s Hands Tied?
by Kevin Flanagan & Maggie Lucier, WisdomTree Key Takeaways With the 10-year Treasury yield pulling back from 4.67%…
Bending, Not Breaking: Jan Hatzius on a World That Keeps Surprising to the Upside
Goldman Sachs' chief economist says the global economy is holding together — but the risks haven't gone away.
Inflation: Is this time different?
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
The Stagflation Narrative: What Doomers Get Wrong – Part II
by Lance Roberts, RIA The stagflation narrative dominating financial social media isn’t completely wrong. That’s what makes it…
Wesbury: Making the Fed Great Again
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios o say the least,…
Wanted: Buyers for Treasury Debt
How can demand for Treasury securities be sustained?
Still Too Hot
Schwab's Martin and Sonders on Inflation, the Fed's Next Move, and the Risks Building Beneath the Surface