Section
Monetary Policy
1350 posts
Quick Thoughts: Bluer Than Blue—Investment Implications
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute, examines the investment implications of the 2026 midterm elections, including political gridlock, interest rates, artificial intelligence and sector-specific opportunities.
David Rosenberg: The Mania Nobody Will Name
David Rosenberg on Bubbles, Bonds, and a Generation Running Out of Time In a conversation that covers everything…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
Same Signal, Shifting Ground: Why RiverFront's Rules Still Point to a Grind Higher
Five weeks after its last read, RiverFront Investment Group finds the S&P 500 down just over one percent,…
Wesbury: The Economy Is Resilient. The Fed’s Reforms Are “Wimpy.”
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios In spite…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
When Steady Growth Isn't Enough: Goldman Sachs Flags a Building Storm of Downside Risks
Goldman Sachs Chief Economist Jan Hatzius opened his October 26 Global Views research note1 with an observation that…
Two Central Banks, Two Economies: BMO GAM Signals Policy Fine-Tuning, Not Another Fight
The week of October 30, 2026 delivered twin central bank decisions that underscore a widening divide in North…
When the Crowd Chases Growth, Income Quietly Compounds
The case for dividend yield is hiding in plain sight, and Richard Bernstein, Global Head of Macro and…
The Treasury Market Matters More Than the Next Fed Move
by Chris Fasciano, Chief Market Strategist, Commonwealth, LPL Financial Today's blog is written by Chris Fasciano, chief market…
The AI Buildout Is Not Adding to the Economy. It Is Restructuring It.
Announced capital spending across major U.S. technology companies now points to more than $1 trillion in desired annual…
Yields, Leverage, and the Quality Hunt: What Markets Are Telling Investors Right Now
In one of the more instructive trading weeks of the year, the bond market delivered a lesson in…
Rates Retrace, Credit Doesn't: The Tightening Pipeline Still Has Work to Do
With the Federal Open Market Committee convening this week for the first time since its September rate hike,…
When scarcity meets electrification: Why critical resources are becoming strategic assets
by Tal Lomnitzer, CFA, Senior Investment Manager, Janus Henderson As electricity demand accelerates, investors are increasingly focused on…
Are Bonds Pricing In A Fed Policy Mistake?
by Lance Roberts, RIA Imagine someone looking into their crystal ball and telling you at the beginning of…
David Rosenberg: Bubbles, Bonds, & Boomers
Listen on The Move Is the market standing on the edge of the most consequential bubble of…
Hot inflation. Cold chips. Stay diversified.
by Taylor Topousis, CFA, Market Strategist, Franklin Templeton Institute & Chris Galipeau, Head Market Strategist, Franklin Templeton Institute…