Section
Monetary Policy
1055 posts
Evolving Fed expectations and asset-allocation implications
by Wylie Tollette, CFA, Chief Investment Officer, Franklin Templeton Investment Solutions, Miles Sampson, CFA, Lead Asset Class Analyst,…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Market Ethos: Earnings Optimism
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. There are three things you should rarely ever bet…
Aubrey Basdeo: More Coupon, Less Duration
Listen on The Move In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at…
Navigating Disinflation: Market Implications
by Hubert Marleau, Market Economist, Palos Management April 20, 2024 As a rule, the Fed and the economy…
Gold, Inflation and the Fed
by John Lynch, CIO, & Team, Comerica Wealth Management Despite the year-to-date strength in equity prices, other market…
Revisiting Energy: How Rate Cuts Could Benefit the Space
by Quincy Krosby, PhD, Chief Global Strategist, Joshua Cline, Associate Analyst, LPL Research As the first quarter earnings…
Plot Twist: U.S. Economic Outlook
by Carl Tannebaum, Vaighav Tandon, Ryan Boyle, Northern Trust The Northern Trust Economics team shares its outlook for…
A (un)Certain Framework
by Samuel Rines, Macro Strategist, Model Portfolios, WisdsomTree Key Takeaways The FOMC has been using a varied set…
Reflation Trade Is The New Bullish Narrative
by Lance Roberts, RIA Economic “reflation” is becoming the next bullish narrative as equity valuation increases continue to…
Siegel: Defying the Pessimistic Inflation Narratives
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
When will central banks cut interest rates?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways When will cuts start? – Perceptions change with…
Inflation Flirtation or Long Boom? Long Boom:
by Hubert Marleau, Market Economist, Palos Management April 6, 2024 Bond traders have marked down drastically monetary policy…
The Fed Audit
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Several years ago some…
A Look Back At The Negative Interest Rate Era
by Vaibhav Tandon, Senior Economist, Northern Trust Negative interest rates have more cons than clear pros. Silvio Gesell…
Peccatiello: Expectations are Converging, Some Trades May Be "Crowded"
In his latest analysis, Alfonso Peccatiello, the Chief Strategist, at The Macro Compass explores the challenges that investors,…
