Section
Monetary Policy
1063 posts
On My Mind: Markets getting wobbly?
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO…
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...
The Stagflation Threat: Why Consumers, Traders, and Investors Are Sounding the Alarm
by Hubert Marleau, Market Economist, Palos Management February 28, 2025. I ended last week’s commentary by saying that…
Inflation and DOGE
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
What scares the S&P 500?
by Roderick Mackenzie, Tom Becker, BlackRock Quick Read Equity option market pricing offers a unique way to quantify…
2022-lite
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors As we begin 2025, there are striking similarities…
As Always, It's About Inflation
by Hubert Marleau, Market Economist, Palos Management February 14, 2025 The U.S. is not a Democracy: It’s a…
Consumer Prices Impacted by Bird Flu
by Jeffrey J. Roach, Chief Economist, LPL Financial Key Takeaways Annual inflation accelerated up to 3.0% in January from…
Navigating the (new) conundrum
by Jeffrey Rosenberg, Managing Director, Systematic Fixed Income, BlackRock Key points The Fed pause that gives pause: Stronger-than-expected…
Forecasting Error Puts Fed On Wrong Side Again
by Lance Roberts, RIA The Federal Reserve’s record of forecasting has frequently led it to respond too late…
Trump’s Tariff Shockwave: Derek Holt Breaks Down the Impact
Derek Holt’s Saturday Night Tariff Thrashing delivers a scathing assessment of the Trump administration’s abrupt trade war escalation.…
The opportunity right in front of investors
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Is the Bond Market Worried About Inflation?
LPL Research discusses the possibility of inflationary pressures reigniting under the new Trump presidency. by Lawrence Gillum, CFA,…
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…
