Section
Economy
4297 posts
Why the Unknown is Often your Best Bet
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments With recent tariff headlines creating market volatility, it…
How Tariffs Impact Credit Markets
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Additional content provided by Colby Hesson, Analyst, Research.…
Jigsaw Puzzle: Growth vs. Value
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Growth and value…
Markets Resilient Despite Inflation Jitters, Tariff Uncertainty
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Key considerations for investors as markets surge
by BeiChen Lin, Russell Investments Executive summary: Equity markets are hovering near all-time highs in the U.S., Canada,…
2022-lite
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors As we begin 2025, there are striking similarities…
As Always, It's About Inflation
by Hubert Marleau, Market Economist, Palos Management February 14, 2025 The U.S. is not a Democracy: It’s a…
Consumer Prices Impacted by Bird Flu
by Jeffrey J. Roach, Chief Economist, LPL Financial Key Takeaways Annual inflation accelerated up to 3.0% in January from…
The state of the energy transition: Where are we now?
by Tal Lomnitzer, CFA, Senior Investment Manager, Janus Henderson While the politics of climate are changing, the prevailing…
Navigating the (new) conundrum
by Jeffrey Rosenberg, Managing Director, Systematic Fixed Income, BlackRock Key points The Fed pause that gives pause: Stronger-than-expected…
Safe Haven From the Trade War?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Tariffs, tech earnings, and inflation concerns test markets
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Tariff news - US tariffs against Canadian and…
Do Commodities Really Hedge Inflation?
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments The usual spin on why you should…
Strong Jobs Report, But Tariffs Take Focus
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Data Games
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
