Section
Economy
4278 posts
A New Capital Cycle Is Driving US Exceptionalism
Economic forecasting is challenging, but understanding the capital cycle can help. Led by investment in AI, the US has embarked on a new capital cycle. The result is a shifting landscape of likely industry winners and losers.
Will History Rhyme? Fixed Income Themes During the First Trump Administration
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Early in the second Trump administration, tariff threats…
Vision 2025: Lessons from Fidelity’s Heavyweights
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com The art of capital allocation is an unforgiving pursuit, where mistakes are…
Pressing Investment Questions into 2025 with Ilan Kolet
Listen on The Move Market uncertainty, rate cuts, U.S. exceptionalism, and a potential Canadian dollar shock—are we…
Canada’s Energy Handcuffs: A Crisis of Our Own Making
There’s an old saying about not biting the hand that feeds you. Yet, in the latest chapter of…
Canada's "Twisted Sister" Moment: "We're not gonna take it!" (TD Economics)
by Beata Caranci, SVP & Chief Economist, & James Orlando, CFA, Director & Senior Economist, TD Economics What's…
DB's George Saravelos: Markets “severely underpriced” the risk of renewed trade war
In a stunning escalation of trade tensions, the Trump administration has announced sweeping tariffs covering 44% of total…
Trump’s Tariff Shockwave: Derek Holt Breaks Down the Impact
Derek Holt’s Saturday Night Tariff Thrashing delivers a scathing assessment of the Trump administration’s abrupt trade war escalation.…
There Are Substantive Factors in Play
by Hubert Marleau, Market Economist, Palos Management February 1, 2025 The stock market regained its footing after Monday’s…