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Monetary Policy
891 posts
Maybe It Was Transitory After All
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. The illusion of causality is a behavioural bias in…
January 23, 2024
Carlyle's David Rubenstein on Pickup in M&A Growth and Private Equity in 2024
In this insightful discussion, David Rubenstein, a renowned figure in the financial world, shares his predictions for the…
January 20, 2024
Are U.S. recession risks decreasing?
by BeiChen Lin, Russell Investments Executive summary: U.S. recession risks look lower, but still elevated compared to normal…
January 18, 2024
On My Mind: Catch me if you can—Markets outrun the Fed
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income The Federal Reserve has fueled market conviction that…
January 14, 2024
Deciphering Bond Market Signals
Alfonso "Macro Alf" Peccatiello, founder and chief strategist of The Macro Compass, provides a compelling analysis of the…
January 11, 2024
Hubert Marleau: Rational Expectations and Explanations
by Hubert Marleau, Market Economist, Palos Management December 29, 2023 The Bureau of Economic Analysis (BEA) reported 2…
December 30, 2023
Fidelity's Ilan Kolet: 2024 Macro and Investment Outlook
Listen on The Move Join us for this enlightening conversation with Ilan Kolet, Institutional Portfolio Manager, Global Asset…
December 21, 2023
Top 5 Global Risks of 2024
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
December 20, 2023
Merry Pivot! Three takeaways from the Federal Reserve meeting
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways The dot plot The Federal Reserve backtracked somewhat…
December 17, 2023
Investors Cannot Ignore the Debt-Sustainability Question
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Despite a pullback in bond yields, clients…
December 17, 2023
Disinflation is the True Narrative
by Hubert Marleau, Market Economist, Palos Management December 15, 2023 According to the November Survey of Consumer Expectations,…
December 17, 2023
The Markets Are Front Running The First Rate Cut
by Lance Roberts, RIA In October, the markets were down 10% from the July high, bond yields were…
December 14, 2023
Jeremy Siegel: My Preview to This Week’s Fed Meeting
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
December 11, 2023
Navigating To Neutral
by Ryan James Boyle, Senior Economist, Northern Trust The secular forces that held down rates for forty years…
December 11, 2023
What Should the Fed Do? How About Nothing?
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios For the first time…
December 11, 2023