Section
Monetary Policy
1055 posts
Maybe It Was Transitory After All
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. The illusion of causality is a behavioural bias in…
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...
Carlyle's David Rubenstein on Pickup in M&A Growth and Private Equity in 2024
In this insightful discussion, David Rubenstein, a renowned figure in the financial world, shares his predictions for the…
Are U.S. recession risks decreasing?
by BeiChen Lin, Russell Investments Executive summary: U.S. recession risks look lower, but still elevated compared to normal…
On My Mind: Catch me if you can—Markets outrun the Fed
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income The Federal Reserve has fueled market conviction that…
Deciphering Bond Market Signals
Alfonso "Macro Alf" Peccatiello, founder and chief strategist of The Macro Compass, provides a compelling analysis of the…
Hubert Marleau: Rational Expectations and Explanations
by Hubert Marleau, Market Economist, Palos Management December 29, 2023 The Bureau of Economic Analysis (BEA) reported 2…
Fidelity's Ilan Kolet: 2024 Macro and Investment Outlook
Listen on The Move Join us for this enlightening conversation with Ilan Kolet, Institutional Portfolio Manager, Global Asset…
Top 5 Global Risks of 2024
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Merry Pivot! Three takeaways from the Federal Reserve meeting
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways The dot plot The Federal Reserve backtracked somewhat…
Investors Cannot Ignore the Debt-Sustainability Question
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Despite a pullback in bond yields, clients…
Disinflation is the True Narrative
by Hubert Marleau, Market Economist, Palos Management December 15, 2023 According to the November Survey of Consumer Expectations,…
The Markets Are Front Running The First Rate Cut
by Lance Roberts, RIA In October, the markets were down 10% from the July high, bond yields were…
Jeremy Siegel: My Preview to This Week’s Fed Meeting
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Navigating To Neutral
by Ryan James Boyle, Senior Economist, Northern Trust The secular forces that held down rates for forty years…
What Should the Fed Do? How About Nothing?
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios For the first time…
