Section
Economy
4656 posts
Tariff Headwinds Manageable as AI and Earnings Drive Gains
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
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...
Above the Noise: Fed chair, rising prices, and policy winners
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Fed independence matters - If markets perceive the Federal Reserve…
Stablecoins: Uncle Sam’s New Best Friend... or Riskiest Gamble?
In the face of rising national debt, growing ‘fiscal dominance' shrinking foreign appetite for U.S. Treasuries, and growing geopolitical headwinds, Washington has turned to an unlikely financial ally: stablecoins.
Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer
LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal Reserve rate cuts, gold, the U.S. dollar, and much more.
Federal Reserve: Tension Building
by Carl Tannenbaum, Chief Economist, Northern Trust Central bank independence is paramount. The Marriner Eccles Building, home to…
Fiscal Dominance Will Rule the Federal Reserve
by Hubert Marleau, Market Economist, Palos Management July 25, 2025 Hard-rock Republicans are intensifying pressure in a distasteful…
“A Pause, Not a Pivot”: The Bank of Canada is Poised to Wait-and-See Amid Sticky Inflation and Shaky Growth
With inflation heating up again and economic growth stuck in neutral, the Bank of Canada looks set to…
Oil is probably not the market’s biggest threat
In this article, Russ Koesterich discusses the recent movement in oil prices and the commodity’s relationship to stocks within the broader economy
We’re in Good Company
by William and Cole Smead, Smead Capital Management When you have a significant underperformance period, investors have a…
Top-Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap
Listen on The Move What do advisors do when markets feel like a giant game of Jenga—top-heavy,…
After the Climb: Watching for What Could Change
by SIACharts.com Markets have seen a strong run in recent months. Over the past three months, the Nasdaq…
Are rising Japanese sovereign yields a canary in the coalmine?
Head of Global Short Duration and Liquidity Daniel Siluk explains the implications the doubling of Japanese government bond yields could have on other sovereign issuers and how recent election results could exacerbate the trend.
What's your number?
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Good Times Bad Times: 2025's Leadership Shifts
The market's rebound from the April lows has had a speculative, risky leadership profile—but broader participation suggests the bull can keep running for now.
Bond market outlook: Resilience and rate cuts
by Matthew Brill, Head of North America Investment Grade Credit, & Craig Altholz, Client Portfolio Manager, Invesco Key…
