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Economy
3379 posts
Our Stagflationary Future
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
The Sprint to Year End
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Multi Asset Strategies – EMEA, Neuberger Berman As…
The Real Enemy is Oil Geopolitics
by Hubert Marleau, Market Economist, Palos Management September 8, 2023 The docket of economic prints was sparse last…
5 megatrends reshaping markets
by Fidelity Viewpoints Key takeaways Global markets and economies have been undergoing several concurrent major shifts, or regime…
Piece of Work: Dissecting Labor Market Trends
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. The August jobs…
Global economic roundup: US jobs, European manufacturing, and Chinese confidence
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US jobs The August jobs report showed that…
Inflation Expectations
by William Smead, CIO, Smead Capital Management Dear fellow investors, As the chart below shows, investors are demanding…
Fiscal Madness
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
What is Normal?
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Financial Fixed income investors have had a rough time…
EMs begin to cut rates as inflation trends lower
by Kirstie Spence & Harry Phinney, Fixed Income Portfolio Managers, Capital Group Brazil’s central bank kicked off a…
The Job Market is Cooling. So is Inflation.
by Hubert Marleau, Market Economist, Palos Management September 1, 2023 Earlier last month, a poll conducted by The…
MFS' Rob Almeida and Erik Weisman: A Mid-Year Conversation on the Economy
Global Investment Strategist Rob Almeida and Chief Economist Erik Weisman discuss the current state of the economy, including…
Quick Thoughts: Quiet shifts in corporate debt may explain this year’s big economic surprise
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton The resilience of…
Taking a Hard Look at the Idea of a Soft Landing
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. AGF’s CEO and Chief Investment…
Tech Talk for Tuesday August 29th 2023
Pre-opening Comments for Tuesday August 29th U.S. equity index futures were lower this morning. S&P 500 futures were…
