Section
Economy
4713 posts
Support for stocks builds despite mixed data
by Invesco Global Market Strategy Office Key takeaways Federal Reserve (Fed) — Will Fed Chair Jerome Powell signal…
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...
Why security could be a durable investment theme
by Kent Chan, Equity Investment Director, & Noriko Chen, Equity Portfolio Manager, Capital Group Against a backdrop of…
GMO: American Unexceptionalism
by Ben Inker and John Pease, GMO LLC Executive Summary Investors today take for granted that the S&P…
The Case Of The Missing Prices
Limited price collection will complicate estimates of inflation.
Is Inflation Stirring?
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments Few would disagree that the U.S. Fed was…
Midyear Outlook in 5 charts
by Chris Buchbinder, Martin Jacobs, Samir Parekh, Chitrang Purani, Capital Group Who would have thought that after multiple…
Departures From Free-Markets Aren’t New
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
All Eyes on Jackson Hole
by Professor Jeremy J. Siegel, Senior Economist, WisdomTree We received a slew of economic data this past week,…
Inflation: The Heat Is On?
by Liz Ann Sonders, Kevin Gordon, Charles Schwab and Company July inflation data emphasized that tariff-related price pressures…
Soft Data Hardens
by John Mauldin, Mauldin Economics Planning Purposes “A Stranger, Less Comfortable Future” Palace Intrigue 14-Hour Travel Days, Newport…
Denise Chisholm: Strength is typically a Signal, not a Warning
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The S&P 500 is up nearly 25% in…
What are global investor flows into US real estate?
by Mike Sobolik, Investment Strategist, Direct Real Estate, North America, & Mike Bessell, Managing Director, Investment Strategist, Europe,…
The Misery Index Should Take Centre Stage
by Hubert Marleau, Market Economist, Palos Management August 15, 2025 The Misery Index is an economic indicator calculated…
India’s Headlines Got Worse. The Investment Case Got Better.
by Christopher Gannatti, CFA, Global Head of Research, & Ayush Babel, Director, Quantitative Research, WisdomTree Key Takeaways Despite…
Power, Property, and Preferreds
by Sandy Liang, CFA, Head of Fixed Income, Purpose Investment Partners As we move through the second half…
