Section
Monetary Policy
1214 posts
Five things the new Fed Chair should know…but might not
Richard Bernstein, Global Head of Macro & Customized Investing, flags five key aspects of the deglobalization and inflation backdrop that suggest the Fed may be using an outdated playbook, including its 2% inflation target.
Looking beyond conflict: Viewing volatility as opportunity
by Steve Watson, Equity Portfolio Manager, Capital Group Investors are climbing a high wall of worries in 2026.…
BMO's Brent Joyce: The Smartest Thing You Can Do in a Geopolitical Crisis Is Also the Hardest
Markets don't wait for certainty. And neither, it seems, does Brent Joyce. On a recent Monday morning already…
A Fragile Pause Meets Its Biggest Test — Our Weekly Digest April 20, 2026
Forward-looking analysis of this week's most important investment themes The central tension we’re watching entering the week of…
Quick Thoughts: A helpful ceasefire, but a fragile pause
The US-Iran ceasefire has lifted markets; however, Franklin Templeton Institute’s Stephen Dover explains why this looks more like a relief rally rather than a definitive resolution. He also discusses where he sees possible opportunities ahead.
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
The Economy Takes Multiple Shocks in Stride
LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks.
Market Ethos: Navigating the Noise
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Most would likely agree the world…
Rate Cuts on Backburner
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios If you expect Kevin…
Oil, Yields, and the Economy's Long Hangover
Charles Schwab's Liz Ann Sonders and Collin Martin parse the war's economic aftershocks, the inflation treadmill, and what earnings estimates are actually telling investors.
Jurrien Timmer: Leaning Towers
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Week 3 of the conflict…
The World Has Shifted — And So Should Your Portfolio
Schroders' March 2026 Equity Lens lays out a compelling, data-rich case for why the old playbook no longer applies
War in Iran: Goldman Sachs Maps the Global Economic Fallout
A new research note from Goldman Sachs charts the macro damage — measured, conditional, and carrying a warning about what happens if the Strait of Hormuz stays shut.
BMO's Bipan Rai: AI, the Fed, and the Dollar at a Late-Cycle Crossroads
When Bipan Rai kicked off his latest episode of Open Outcry Podcast1, he went solo—and you can feel…
Global inflation shows signs of easing
by BeiChen Lin, CFA, CPA, Senior Investment Strategist, Head of Canadian Strategy, Russell Investments Key takeaways Tariff ruling…
Financial Repression Is Back — And Most Investors Are Still Asking the Wrong Questions
“When regime change occurs, the greatest risk for any investor is to get all the right answers to…