Economy

Seasonal Challenges With Economic Data

by Carl R. Tannenbaum, Chief Economist, Northern Trust Seasonal adjustments have limitations. At this time of year, those…

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...

Jurrien Timmer: The Heat is On

by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Breaking Eggs to Make an…

Inflation and DOGE

by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…

Tariff Uncertainty Looms

by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…

What scares the S&P 500?

by Roderick Mackenzie, Tom Becker, BlackRock Quick Read Equity option market pricing offers a unique way to quantify…

The Stock Market Took a Breather

by Hubert Marleau, Market Economist, Palos Management February 21, 2025. I ended last week’s commentary with 2 notes:…

Unpacking 2025 with Fidelity’s Ilan Kolet

As markets charge into 2025, investors and advisors are grappling with a complex web of macroeconomic forces—policy uncertainty,…

Strategic Asset Allocation 2025: A 3-to-5-Year Perspective of Markets

by George Smith, Portfolio Strategist, LPL Research As we move deeper into 2025, LPL Research's Strategic and Tactical…

NBI CIO Martin Lefebvre: Conflicting Forces

The market may look stable on the surface, but beneath it lies a swirling storm of conflicting forces.…

Beata Caranci: Addressing Issues Impacting the Economic and Financial Outlook

by Beata Caranci, SVP & Chief Economist, & James Orlando, CFA, Director & Senior Economist, TD Economics Our…

Why the Unknown is Often your Best Bet

by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments With recent tariff headlines creating market volatility, it…

How Tariffs Impact Credit Markets

by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Additional content provided by Colby Hesson, Analyst, Research.…

Jigsaw Puzzle: Growth vs. Value

by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Growth and value…

Markets Resilient Despite Inflation Jitters, Tariff Uncertainty