Section
Economy
4462 posts
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…
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...
Brian Wesbury: Jobs are Booming
by Brian S. Wesbury - Chief Economist, Robert Stein, CFA – Deputy Chief Economist, and Bryce Gill -…
Commanding Heights and the Showdown Over Taxes
by Hubert Marleau, Market Economist, Palos Management The market bought the narrative that Biden’s supply-sided package would indeed…
Israel’s economic data starts to show the impact of vaccines
by Kristina Hooper, Chief Global Strategist, Invesco Canada Weekly Market Compass: Israel may provide a preview of what’s…
What to expect in the post-COVID economy
Parallels between now and the post-WWII era suggest what could happen next. by Dirk Hofschire, CFA, et al,…
Brian Wesbury: Tax Hikes Are Coming
by Brian S. Wesbury - Chief Economist, Robert Stein, CFA – Deputy Chief Economist, and Bryce Gill -…
Economic Commentary on Inflation: Base Effects, Supply Chain Disruptions and Aging Populations
Addressing technical, idiosyncratic and structural aspects of inflation. by Carl R. Tannenbaum, Ryan James Boyle and Vaibhav Tandon,…
What If We're Measuring Inflation All Wrong?
by Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors Inflation is top of mind right now…
Figuring the Inflation Risk
by Hubert Marleau, Market Economist, Palos Management The market had several false dawns of late with new concerns…
Concerned about inflation? These real assets could help.
by John Corcoran, Invesco Canada Investors concerned about inflation may want to consider REITs, energy infrastructure, and global…
Buy high. Sell higher.
by Brian Levitt, Global Market Strategist, North America, Invesco Canada “Buying low and selling high” feels like a…
One year later: Rising inflation expectations
The road to a full economic recovery post-COVID may be paved with higher rates. by Jurrien Timmer, Director…
The Fed, Regulation, and MMT - Irresponsible
by Brian S. Wesbury - Chief Economist, Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios You've…
3 Hedging Interest Rate and Inflation Volatility with Nancy Davis, Quadratic Capital
Our deep dive conversation into hedging interest rate volatility and inflation, with Nancy Davis, Founder and Managing Director…
Will the U.S. Dollar Lose its Reserve Status?
by Kathy Jones, Senior Vice President, Head of Fixed Income Strategies, Schwab Center for Financial Research We are…
