Section
Monetary Policy
1055 posts
Monetary Mayhem Clouds Crystal Ball
by Brian S. Wesbury – Chief Economistm & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
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...
A love letter to the world’s central bankers
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Recognizing central bankers On this Valentine’s Day, there’s…
U.S. inflation eases less than anticipated in January, highlighting ongoing economic challenges.
by Staff Writers, AdvisorAnalyst In January, the headline CPI growth (a measure of inflation) was 6.4%, which is…
Pondering the Fed’s Rate Path: Winning the Inflation War
by Hubert Marleau, Market Economist, Palos Management February 10, 2023 Traders should have been happy with this week's…
Can you have your cake and eat it too?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Global growth China and the eurozone reported strong…
Central Banks Tighten, Markets Loosen
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Managing Director, Neuberger Berman While some pessimism has…
Alfred Lee: 2023 Outlook & Strategy: 50 / 30 / 20
Listen on The Move In this podcast episode, Pierre Daillie, Managing Editor at AdvisorAnalyst.com, interviews Alfred Lee, Director,…
Taking advantage of fixed income’s current dual benefit
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Are Jerome Powell and I looking at the same data?
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Sticky service inflation Powell indicated that service inflation would…
Hubert Marleau: Is the Fed Bluffing? Inflation is the Guidepost
by Hubert Marleau, Market Economist, Palos Management February 3, 2023 February came right off the bat with the…
Is the Fed Winning the Inflation War?
by Brian Clark, Knowledge Leaders Capital In anticipation of tomorrow’s rate decision, we saw another indicator today that…
Are Inflation Targets Still On Point?
by Ryan James Boyle, Senior Economist, Northern Trust Now is not the time to consider changing inflation targets.…
A “Soft Landing” Scenario – Possibility Or Fed Myth?
by Lance Roberts, RIA Optimism is increasing on Wall Street, with investors hoping for a “soft landing” in…
US PMIs Show the Fed Walking a Fine Line
by Brian Clark, Knowledge Leaders Capital The US Purchasing Managers Composite Index (PMI) increased in January to 46.6…
Monetary Policy. Is The Fed Trying To Wean Markets Off Of It?
by Lance Roberts, RIA Is the Fed trying to wean the markets off monetary policy? Such was an…