Section
Monetary Policy
1144 posts
Resumption of Fed Easing Cycle Could Help Unlock Capital
by Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. With…
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...
Can you have your cake and eat it too?
by Michael Contopoulos, Deputy CIO, Richard Bernstein Advisors Markets are currently pricing in a Goldilocks scenario. Investors believe tariffs…
Lower Bond Yields: You Can't Get There From Here
The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.
Slower job growth likely solidifies September rate cut
by Invesco Global Market Strategy Office Key takeaways September rate cut — A weakening labor market and anchored…
Cuts Are Coming: A Tailwind for Stocks
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Why Keynes’ Economic Theories Failed In Reality
by Lance Roberts, RIA A recent post from Daniel Lacalle, “How Keynesians Got The US Economy Wrong Again,”…
The Threat To Fed Independence
A compromised central bank will bring long-lasting risks.
Floating-Rate Strategies: How FRNs, Private Credit, MICs, and CLOs Are Redefining Fixed Income
The traditional 60/40 portfolio has been under pressure ever since the sharp reset in interest rates began in…
Trade War Bite Shows Up in Canadian Jobs: RBC's Claire Fan on August’s LFS Print
Canada’s labour market just sent a clear signal: the trade war is no longer an abstract headline—it’s hitting…
Calm Before the Storm? September Rally Outlook
Explore September stock market trends, S&P 500 seasonality, earnings growth, and Fed rate cut expectations in LPL Research’s Weekly Market Commentary.
Jobs In Focus as Market Trends Hold
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Troubled times haven’t worried stocks
by Invesco Global Market Strategy Office Key takeaways Pressure on the Fed - The White House is attempting…
Is Another Great Moderation At Hand?
Radical policy changes can launch new economic eras.
Grand Ideas at the Grand Tetons
LPL Research examines recent Fed comments and what to expect moving forward.
Denise Chisholm: Caution - Payrolls Are a Lagging Indicator
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Earlier this month, the employment report came with…
