Section
Monetary Policy
1036 posts
The Price of Progress
by Carl Tannenbaum, Ryan Boyle and Vaibhav Tandon, Northern Trust We explore how evolving priorities under the new…
Bond Vigilantes Strike Back: The Fed's Dilemma and What It Means for Investors
by Hubert Marleau, Market Economist, Palos Management January 10, 2025 Based on metrics that we usually rely on…
Growth is from Mars, value is from Venus
by Owen A. Lamont, Ph.D., Senior Vice President, Portfolio Manager, Research, Acadian Asset Management There is no such…
From Inflation to Innovation: Key Trends Shaping the U.S. Economy and Markets (JPM)
Here are highlights from the J.P. Morgan "Guide to the MarketsĀ® U.S. | 1Q 2025" which focuses on:…
JPM's David KellyāNavigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
Turning the Page: WisdomTreeās 2025 Investment Outlook
āBig stock market leadership changes need some ruction, some big change in the system,ā WisdomTreeās team observes in…
What to Watch for in 2025: Productivity, Immigration and the Dollar
by Hubert Marleau, Market Economist, Palos Management January 1, 2025 At this time of the year, predictions about…
UBS Unpacks the Economic and Investment Outlook for 2025
The UBS Chief Investment Office report, helmed by Paul Hsiao and Jason Draho, Ph.D., offers a comprehensive macroeconomic…
Quick View ā The Fed decision: Higher growth comes at a price
Global Head of Fixed Income Jim Cielinski and Head of Global Short Duration Daniel Siluk discuss how the Federal Reserveās (Fed) December decision illustrates that sustained U.S. economic growth comes at the price of a higher rate trajectory.
Fixed Income Sector Views: Signs of progress, signals of caution
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income team…
On My Mind: 2025āLooking good, feeling good?
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Even with the uncertainty surrounding the new…
Recalibration Is Complete Now that the Policy Rate is Neutral
by Hubert Marleau, Market Economist, Palos Management December 22, 2024 The Federal Reserve cut its policy rate by…
Fedās Slow Dance: Inflation, Resilience, and the Long Road Ahead
"The Federal Reserveās policies are like a game of Jengaāmove too quickly, and the whole structure wobbles." The…
Inflation, Eh? Taylor Swift, Black Friday, and the Path to 2%
"The laws of supply and demand donāt care about concerts, couches, or concerts on couches." Inflation in Canada…
Key takeaways from the latest round of central bank meetings
by BeiChen Lin, Russell Investments Executive summary: The Nasdaq Composite Index crossed 20,000 for the first time ever…
