Section
Monetary Policy
1117 posts
Fixed Income Sector Views: Signs of progress, signals of caution
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income team…
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...
On My Mind: 2025—Looking good, feeling good?
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Even with the uncertainty surrounding the new…
Recalibration Is Complete Now that the Policy Rate is Neutral
by Hubert Marleau, Market Economist, Palos Management December 22, 2024 The Federal Reserve cut its policy rate by…
Fed’s Slow Dance: Inflation, Resilience, and the Long Road Ahead
"The Federal Reserve’s policies are like a game of Jenga—move too quickly, and the whole structure wobbles." The…
Inflation, Eh? Taylor Swift, Black Friday, and the Path to 2%
"The laws of supply and demand don’t care about concerts, couches, or concerts on couches." Inflation in Canada…
Key takeaways from the latest round of central bank meetings
by BeiChen Lin, Russell Investments Executive summary: The Nasdaq Composite Index crossed 20,000 for the first time ever…
Siegel’s Take: Inflation, Trump, and the Fed’s Hidden Rate Reality
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Questions No One Dares Ask Jerome Powell—But Should
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
What’s in Store for Central Bank Policy?
by David Stonehouse, SVP & Head of North American and Specialty Investments, AGF Investments Inc. As many as…
Alternative Allocations: A CIO’s perspective on allocating to alts
by Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute In the latest Alternative Allocations podcast, the benefits…
The Future of the Inflation Reduction Act – Rhetoric vs. Reality
by Lucas White, Portfolio Manager, Focused Equity, GMO LLC Introduction Republicans have lashed out at the Inflation Reduction…
Dovish Drift: The BoC’s Cuts by 50 bps, Signals a More Cautious Path Ahead
"With interest rates no longer 'clearly in restrictive territory,' the central bank will take 'a more gradual approach'…
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoney’s Alternative Exchange1 event in mid-November 2024 (you’ll have to register to watch it, and it’s worth it), three of the industry’s boldest voices—David Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)—stepped onto the stage.
The Yen Strikes Back: How Japan’s Rate Moves Are Reshaping Global Markets
by SIACharts.com On July 31, 2024, the Bank of Japan raised its key interest rate to 0.25%, up…
Wesbury: Inflation Distractions
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios It’s hard to keep…
