Section
Economy
4448 posts
Depending on the Undependable
by John Mauldin, Mauldin Economics The welfare of a nation can scarcely be inferred from a measure of…
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...
What to expect from the Fed's strategic review
by Paul Eitelman, Russell Investments The U.S. Federal Reserve (the Fed) is undergoing a once-in-a-decade strategic review, with…
Sleight of Hand: Dissecting the Latest Employment Data
by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co Key Points On the…
A Tale of Tail Risks
The U.S. economy has been resilient in the face of uncertainty, but risks are growing. by Carl R.…
Jobs, Coronavirus, and the Budget
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios In January, US payrolls…
Hubert Marleau: No Recession But the Ride Will Slower and Bumpier
by Hubert Marleau, Market Economist, Palos Management The S&P 500 dropped 3% in the two weeks after January…
The power of carry
by Jan Dehn, Ashmore Investment Management Quantitative Easing (QE) policies in developed countries triggered a flight from yield…
Yes, Rates Are Still Going to Zero
by Lance Roberts, Clarity Financial “If the U.S. economy entered a recession soon and interest rates fell in line with levels seen during…
Look for Steadiness from the Fed
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios The Federal Reserve is…
U.S.-China Phase One, Measuring Inequality, Canada’s Fiscal Stimulus
The first trade accord between the U.S. and China leaves plenty of tension in place. by Carl R.…
Liquidity Is Pushing Stocks Up Reflecting Permanent Low Interest Rates
by Hubert Marleau, Market Economist, Palos Management The WSJ made the interesting observation that the S&P 500 is…
Seth Levine: The Unsurprising Repo Surprise
Have you heard? There’s trouble in the repo markets. Even casual investment market participants probably know that something’s…
Checking inflation for a pulse
by Derek Benedet, Craig Basinger, Chris Kerlow, Alexander Tjiang, Richardson GMP As humans, we tend to believe that…
The Gift That Keeps Giving
The US economy is not in an economic boom, but growth has been consistently faster than during the…
Larry Adam: Several Dynamics Could Impact Economy and Markets
by Larry Adam, Chief Investment Officer, Raymond James Key Takeaways American lives lost remains Trump’s ‘red line’ Domestic…
