Section
Economy
3996 posts
How Europe’s Rearmament Could Boost Defense Stocks
by Frank Holmes, CEO, CIO, US Global Investors For years, the U.S. has been the dominant player in…
ClockWise: Fed rate cuts are bullish for stocks in a soft landing scenario
by Trevor Greetham, Head of Multi-Asset, Royal London Asset Management The Federal Reserve (Fed) is cutting rates for…
4 insights from our recent trip to China
by Christopher Thomsen, Lawrence Gong, & Kent Chan, Capital Group We recently toured five cities in China, visiting…
Fed's Big Rate Cut Sparks Recalibration
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
2024 Elections: Big Bark, Little Bite
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Policy, more likely to be dictated by…
Rate cuts should be a tailwind for equities
by Larry Adam, CIO, Raymond James Key Takeaways Economy still on track for a soft landing The bond…
The Fifth Stage of Pocketbook Grief
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman Economic data has been resilient, but everyone…
The Fed Launched an Easing Cycle to Assure a Soft Landing: Sunny Side Up
by Hubert Marleau, Market Economist, Palos Management September 20, 2024 The Federal Reserve boldly decreased its policy rate…
On My Mind: The first cut is the deepest
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Where does the Fed go next after…
Fed Watch: “Cut” to the Chase
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways The Federal Reserve (Fed) began its rate-cutting…
No Half Measures
by Carl R. Tannenbaum, Chief Economist, Vaibhav Tandon, & Ryan Boyle, Northern Trust The Northern Trust Economics team…
What falling interest rates may mean for the stock market
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments These indicators have historically been bullish for equities.…
What interest rate cuts could mean for markets
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Economy impacts market - The market performed better if…
Federal Reserve Cuts Rates by a Half-Point
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd Policymakers indicated that more interest rate…
Richard Bernstein: Fade the Election
by Richard Bernstein Advisors Citizens freely expressing political opinions is the most prized aspect of a functioning democracy.…
