Section
Monetary Policy
1271 posts
Looking Back, Looking Ahead (September 7, 2026)
The Bond Market Is Talking. Is Anyone Listening? The week ahead arrives with a cluster of data points…
Jeff Weniger: Big Wall of Worry, Fears, No Bubble. Not Yet.
Listen on The Move What if the firm disrupting the ETF industry launched 197 funds in its…
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.
Canada's Tariff Stress Test: Resilient, Not Invincible
In a recent episode of The Open Outcry Podcast, BMO Global Asset Management's Bipan Rai sits down with…
Higher Rates, Smarter Plays: Three Lessons the Market Has Forced Investors to Learn
BlackRock Investment Institute's Weekly Commentary dated August 31, 20261 arrives at a moment of genuine reckoning. Authored by…
Bank of Canada Holds Again as Twin Pressures Mount
The Bank of Canada held its policy rate unchanged at 2.25% for a seventh consecutive meeting, a decision…
Warsh Gets an A: Re-focused Fed on the Right Key Principles
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree Kevin Warsh’s Jackson Hole speech was notably hawkish. But I came…
What the new Section 338 tariffs mean for the U.S. and Canada
by BeiChen Lin, CFA, CPA, Director, Head of Canadian Strategy, Russell Investments Key takeaways Trade talks between Canada…
When Policymakers Blink, Markets Remember
In a candid and structurally wide-ranging note published August 24, 2026, Nohshad Shah of Citadel Securities examines three…
The Fed Will Not Hike and Bond Prices Have Landed
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “There are several cross-currents at play like…
The Fed Is Standing Down: What GS' Hatzius Sees in the Data
Goldman Sachs chief economist Jan Hatzius published "Global Views: They're Not Hiking"1 on August 16, 2026, and the…
Global Markets Navigate Conflict and Euphoria as the Bull Market Matures
Fisher Investments Institutional Group's Q2 2026 Market Perspectives Review and Outlook1 finds a bull market entering its late…
The Cartographer Returns: Reading MUFG's Atlas of 2026
Maps that matter for markets in 2026
Mackenzie's Lesley Marks on What Markets Are Telling You Now
A mid-year reality check on earnings, the Fed, hyperscaler fatigue, and where the real opportunities lie for the…
The Inflation Component Markets Chose to Ignore
A market braced for hawkish surprises got the opposite. Last week's inflation data — both CPI and PPI…
When Everybody Is on the Same Side of the Trade | David Rosenberg & Richard Bernstein
The AI Bubble, the Credit Market Signal, and What David Rosenberg and Richard Bernstein Own Instead