Section
Monetary Policy
1010 posts
5 views on tumbling markets
by Jared Franz, Gerald Du Manoir, Chris Buchbinder, John Queen & Steve Watson, Capital Group With global equity…
Monetary Policy is Out of Control
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Bear Traps Report: "Markets will keep pushing until they break the Fed"
The August 4 Turning Point by The Bear Traps Report by Larry McDonald highlights several key points regarding…
Sentiment Suddenly Shifts
by John Lynch, CIO, & Team, Comerica Wealth Management Are the markets pricing in recession or simply a…
Bill Gross: Value vs. Growth
by William H. Gross A game of Monopoly in Deer Valley, Utah, decades ago taught my family much…
Will the Federal Reserve follow the Bank of Canada in cutting interest rates?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank of Canada – Canadian inflation has some…
Fidelity: Economic outlook: Third quarter 2024
by Dirk Hofschire, CFA, Director of Asset Allocation Research & Team, Fidelity Investments Key takeaways Markets: Stocks rallied…
The View From Canada
by Carl Tannenbaum, Chief Economist, Northern Trust Risks to the global outlook are ever-present and ever-changing. Editor’s Note:…
Key Themes for Bonds in the Second Half of 2024
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research The first half of the year was a…
Fed Rate Cuts – A Signal To Sell Stocks And Buy Bonds?
by Lance Roberts, RIA With both economic and inflation data continuing to weaken, expectations of Fed rate cuts…
The Golden Path to an Immaculate Disinflation
by Hubert Marleau, Market Economist, Palos Management July 19, 2024 Several Fed officials confirmed that the immaculate disinflation…
Walking the tightrope
by Doug Drabik, Fixed Income, Raymond James The dilemma that all Fed committees and chairpersons face when the…
Disinflation is Back on Track
by Hubert Marleau, Market Economist, Palos Management July 12, 2024 In prepared remarks, the Fed chair, Jerome Powell,…
Time for a Rate Cut?
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Bond outlook: Opportunities emerge as Fed delays rate cuts
by Vincent Gonzales, Timothy Ng, & Mark Marinella, Fixed Income Portfolio Managers, Capital Group Many investors turned to…