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Economy
3717 posts
The Fed Policy Outlook
by Scott Brown, Ph.D, Raymond James The Bureau of Economic Analysis will report the advance estimate of 1Q18…
April 25, 2018
Blaine Rollins: A Dirty Rally
by Blaine Rollins, CFA, 361 Capital If you know me, or have worked with me, then you know…
April 24, 2018
Hoisington: Restrictive Fed Policy Will Lead to Lower Long-Term Rates
By Lacy Hunt, PhD, and Van Hoisington, Hoisington Investment Management Nearly nine years into the current economic expansion…
April 23, 2018
The Fed Has Forgotten The Lessons Of 2008
by Jesse Colombo, Clarity Financial A few days ago, Neel Kashkari, president of the Minneapolis Fed, told an…
April 23, 2018
Volatility Is Back—And That’s a Good Thing for Active Management
by Richard Brink, Walt Czaicki, and Scott Krauthamer, Equities, AllianceBernstein It’s been a rocky start to 2018 for…
April 20, 2018
Thin-Air Credit Growth Slowdown Augurs Poorly for 2018 Domestic Demand Growth
by Paul Kasriel, The Econtrarian Thin-Air Credit Growth Slowdown Augurs Poorly for 2018 Domestic Demand Growth A majority…
April 19, 2018
Like Sands Through the Hourglass…
by Scott Brown, Ph.D, Raymond James The March reports remained consistent with the view that inflation will move…
April 18, 2018
Safety Stocks: Mind the Debt - Context
by Equities, AllianceBernstein Rising rates are adding new risks to equity markets. Stocks of companies that are saddled…
April 15, 2018
Cracks in the Foundation are Widening
by Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata, Connected Wealth, Richardson GMP Canadian houses have caught the…
April 11, 2018
Blaine Rollins: The Fog Gets Thicker
by Blaine Rollins, CFA, 361 Capital Trade wars have escalated and the White House is now preparing for…
April 10, 2018
Debt, Tech and Trade Wars Cloud the Investment Horizon - Context
by Equities, AllianceBernstein Global equities posted their first quarterly decline in two years during a volatile first quarter.…
April 8, 2018
Ignoring the Invisible Hand
by Brian S. Wesbury - Chief Economist, and Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
April 3, 2018
Why Passive Investing Isn’t a Panacea
by Richard Brink, Walt Czaicki, and Scott Krauthamer, Equities, AllianceBernstein The active/passive debate has been raging for years, and…
April 2, 2018
Byron Wien: Balancing the Positives
by Byron Wien, Vice Chairman, Blackstone The first quarter saw volatility return to the United States equity market.…
March 25, 2018
SIA Weekly: Stocks Breakout Relative to Bonds, and Oil Completes Bullish Triangle
Although stock markets had become extremely overbought and overdue for a correction, the kindling that finally sparked last…
March 23, 2018