Section
Monetary Policy
1010 posts
On my mind: (r)-stargazing
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO Sonal Desai…
Awaiting a Crucial Employment Report
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Waiting on The Fed
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios One of our main…
Central banks meet in June, but when will rate cuts begin?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways European Central Bank -Europe seems extremely likely to…
What if the Fed doesnât cut interest rates this year?
by Darrell R. Spence, Economist, Capital Group Earlier this year, many investors were convinced the U.S. Federal Reserve…
Data Dependency = Volatility
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways Fed policy has a heightened data dependency,…
A step in the right direction: U.S. inflation eases in April after hot start to the year
by Shailesh Kshatriya, Russell Investments Executive summary: Core inflation slowed to 3.6% in April in the U.S. U.S.…
The Inflation Question
by Hubert Marleau, Market Economist, Palos Management May 17, 2024 While macro factors like growth, demand for safe…
Letâs Stop with the Rate Hike Talk Already
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways The UST market reacted positively to the…
The Dollar and Liquidity
by John Lynch, CIO, & Team, Comerica Wealth Management The U.S. dollar has been on a wild ride…
Could inflation come back?
by Collin Crownover, PhD, Fidelity Asset Allocation Research Team, Fidelity Viewpoints Inflation may be downâbut it's not out.…
SIA's Paul Kornfeld: Buy the dip, or sell the rip? Are we at a turning point?
Listen on The Move In this episode with SIACharts' President, Paul Kornfeld, we kick off our conversation…
Quick Thoughts: Fed hawks will fly lowerâeventually
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute, & Rick Polsinello, CIMAÂŽ, Senior…
Stagflation? Sticky inflation? Seven reasons for investors to be positive
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stagflation? - Google searches of the term…
Evolving Fed expectations and asset-allocation implications
by Wylie Tollette, CFA, Chief Investment Officer, Franklin Templeton Investment Solutions, Miles Sampson, CFA, Lead Asset Class Analyst,…
