Section
Economy
4461 posts
Big Changes Are Coming
by Hubert Marleau, Market Economist, Palos Management The U.S. economy is booming and it certainly looks as if…
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...
Transitory Times: Fed Steady; Inflation Risk āTransitoryā
by Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Company Ltd. Key Points There were no changes…
The Sugar High Economy
by Brian S. Wesbury - Chief Economist, Robert Stein, CFA ā Deputy Chief Economist, First Trust Portfolios Mix…
Taper time: Bank of Canada scales back asset-purchasing program
by Megan Roach, Russell Investments On the latest edition of Market Week in Review, Director and Senior Portfolio…
Hubert Marleau: The Outlook For the Canadian Dollar Is Constructive
by Hubert Marleau, Market Economist, Palos Management The stock market could have had a very lousy week because…
Technically Speaking: Is BofA Right About A Market Drop To 3800?
by Lance Roberts, RIA Recently, Bank of Americaās Savita Subramanian discussed why the market could drop to 3800.…
Yes, Stocks Are Still Cheap
by Brian S. Wesbury - Chief Economist, Robert Stein, CFA ā Deputy Chief Economist, First Trust Portfolios The…
Everything Rallied But Keep An Eye On the Hydra
by Hubert Marleau, Market Economist, Palos Management The stock market had a very impressive week. Everything rallied from…
History lesson: Inflation strategies
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways History shows the possible trajectory markets could…
Economic Commentary on Infrastructure: U.S. Proposal, Global Gap, Digital Divide
Infrastructure merits more investment, everywhere; we look at the specifics of the U.S. proposal. by Carl R. Tannenbaum,…
The Showdown over Taxes and the Slowdown To Goldilocks
by Hubert Marleau, Market Economist, Palos Management The days were relatively quiet because there were few economics prints…
In Unprecedented Times, Donāt Rely on (Obvious) Precedent
by Rick Rieder, CIO, Fixed Income, Russell Brownback, Head of Global Macro Fixed Income, and Trevor Slaven, Portfolio…
2021 Global Market Outlook ā Q2 update: The second coming
by Andrew Pease, Russell Investments Vaccines and U.S. stimulus have the global economy on track for a strong…
The Twilight Zone Economy
by Patrick Hill, The Future Economy, via RIA The Twilight Zone Economy āIt is a dimension asĀ vast as…
Quick Thoughts: The American Jobs Plan is Not Just an Infrastructure Plan
by Stephen H. Dover, CFA, Franklin Templeton Investments The American Jobs Plan is not only the biggest traditional…
