Section
Economy
4448 posts
The K-Shaped Recovery. A “V” For Some, Not For Most.
by Lance Roberts, RIA Economists have come up with every variation of applying a letter of the alphabet…
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...
The Market Is Hostage To Political Wrangling—Waiting For the Election
by Hubert Marleau, Market Economist, Palos Management The S&P 500 ended the week at 3484 almost exactly where…
Profits Poised for Growth
by Brian S. Wesbury - Chief Economist, Robert Stein, CFA – Deputy Chief Economist, and Bryce Gill -…
The Pandora’s Box of Central Bank Digital Currencies
by Bill Campbell, Portfolio Manager, International Fixed income, Doubleline Capital October 2020 Over the past decade, central banks…
Traditionally Slow September Blunts S&P 500 Peak
by Scott Brown, Ph.D., Chief Economist, Raymond James Despite a September slump, the S&P 500 and NASDAQ wrapped…
Are Inflation Expectations Inflated?
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways The recent market correction took the S&P…
Envisioning a post-pandemic future
by Joe Davis, Global Chief Economist, Vanguard Group The American mathematician Claude Shannon famously established a lower bound…
Smead’s Folly Becomes Newsom’s Folly
by William Smead, Smead Capital Management We became extremely bearish on energy in 2011. At the time, we…
Full Recovery Requires Reopening
by Brian S. Wesbury - Chief Economist, Robert Stein, CFA – Deputy Chief Economist, and Bryce Gill -…
On the Road to Japanification
by Eric Knutzen, CIO, Multi-Asset Class, and Robert Surgent, Senior Portfolio Manager, Neuberger Berman Sentiment around monetary policy,…
Hubert Marleau: The Near-Correction Removed the Froth
by Hubert Marleau, Market Economist, Palos Management U.S. stocks had a volatile week. If they had not reversed…
Brexit, Fed’s Lending Programs, Young Adults Come Home
Brexit takes an uncertain turn, while the Fed seeks loan borrowers and parents welcome adult children back home.…
Ep. 54 Som Seif and Greg Taylor, Purpose Investments
Our wide ranging conversation with Som Seif, CEO, Purpose Investments and Greg Taylor, CIO, Purpose Investments. We…
The Long Slog Recovery!
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios The second quarter of…
September Fed meeting: The (long) wait for 2% inflation begins
by Paul Eitelman, Russell Investments Economists were focused on three facets of the U.S. Federal Reserve (the Fed)’s…
