Section
Monetary Policy
1117 posts
Trump, Powell & Rates: The Pre-April 2nd Edition
by Kevin Flanagan Head of Fixed Income Strategy & Samuel Rines Macro Strategist, Model Portfolios, WisdomTree Key Takeaways…
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...
Is 'Stagflation Lite' on tap?
by Paul Eitelman, Russell Investments The U.S. Fed left interest rates unchanged today as widely anticipated, noting uncertainty…
Fed Holds Steady, Cites "Elevated Uncertainty"
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd. The Fed held the federal funds…
Stupidity And The 5-Laws Not To Follow
by Lance Roberts, RIA Human stupidity is the one thing you can rely on in financial markets. I…
The Inflationista Illuminati
by John Mauldin, Mauldin Economics Last week we published a chart of the Atlanta Fed’s GDPNow model, which…
From Euphoria to Recession Fears Within a Month
by Hubert Marleau, Market Economist, Palos Management Last week, I ended my note to readers saying: “With almost…
The Risk Of A Recession Isn’t Zero
by Lance Roberts, RIA The risk of a recession in the U.S. is not zero. This is particularly…
Is the US headed for a drop in GDP growth?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Gross domestic product (GDP) - A key economic…
Tariff tantrum: Are portfolio changes needed?
by BeiChen Lin, Russell Investments Key takeaways: Canada and Mexico are striking a careful balance in retaliating against…
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…
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…
