Section
Monetary Policy
1055 posts
Hugh Hendry on Mag-7, Bubbles, Inflation, Bonds, China & Bitcoin
Listen on The Move Recorded June 23, 2023 - In this conversation, Pierre Daillie talks with Hugh Hendry,…
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...
Going Back to Base
by Erik L. Knutzen, CFA, CAIA, Chief Investment OfficerāMulti-Asset Class, & Niall OāSullivan, Chief Investment Officer, Multi Asset…
Monetary Policy As I See It
by Hubert Marleau, Market Economist, Palos Management June 23, 2023 The Federal Reserve is cognizant of lags in…
Bond outlook: Fed pause leaves many paths to income potential
by Pramod Atluri, Tara L. Torrens, and Courtney Wolf, Fixed Income Portfolio Managers, Capital Group Bonds today provide…
Guggenheim Partners Q2 2023 Quarterly Macro Themes - Research Spotlight on What's Next
by Brian Smedley, Chief Economist and Head of Macroeconomic Research, & Team, Guggenheim Partners Copyright Ā© Guggenheim Partners
FedGPT? AI Sentiment Analysis Shows Powell Is Still Quite Hawkish
by Brian Clark, Knowledge Leaders Capital āInflation has not really moved down. It has not so far reacted…
Is it different this time?
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
The Fed Is All Mixed Up
by Brian S. Wesbury ā Chief Economist & Robert Stein, CFA ā Deputy Chief Economist, First Trust Portfolios…
The Inflation Inflection is Real
by Hubert Marleau, Market Economist, Palos Management June 16, 2023 The biggest takeaway of the week was the…
Investors Puzzle Over Market Resilience Despite Fed's Stance
In a landscape where stock markets are surging, it's easy to overlook the undercurrents of central bank activity,…
Decision time for the U.S. Federal Reserve: To pause or not to pause?
by Kristina Hooper, Chief Global Investment Strategist, Invesco Key takeaways Rate hikes pick up Last week was a…
Atlanta and Cleveland Have it Right on Inflation
by Stephen Vanelli, CFA, Knowledge Leaders Capital Using our AI engine, we prompted a description of the Atlanta…
On My Mind: Debt ceiling to marketsāIāll be back!
by Sonal Desai, Ph.D.., Chief Investment Officer, Franklin Templeton Fixed Income The debt ceiling crisis has been avertedābut…
Conflicting signals add uncertainty to Fed's rate path
by Larry Adam, CIO, Raymond James Choppiness in the equity market continues as investors look to see a…
Hubert Marleau: The Scenario is Changing
by Hubert Marleau, Market Economist, Palos Management May 21, 2023 Investors applauded signs that two of their biggest…
