Section
Economy
4159 posts
Thoughts From the Bond Vigilantes
Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.
Leverage And Speculation Are At Extremes
by Lance Roberts, RIA Financial markets often move in cycles where enthusiasm drives prices higher, sometimes far beyond…
Will U.S. Tariffs Rain on Canada’s Equity Parade?
by Mike Archibald, Portfolio Manager, AGF Investments Canada's Investment landscape has largely improved this past year and we…
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoney’s Alternative Exchange1 event in mid-November 2024 (you’ll have to register to watch it, and it’s worth it), three of the industry’s boldest voices—David Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)—stepped onto the stage.
Consumers Say “Long Live the Bull Market”
by Jeffrey Buchbinder, CFA, Chief Equity Strategist, and Research Team, LPL Financial With additional content provided by Brian…
Three-Peat? A Market Recap and Analysis
by Craig Basinger, Purpose Investments, & Team, Purpose Investments Jump To Trump Term 2.0 Equities – Can US…
Fixed Income Macro Views: The return of (trade) policy uncertainty
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income economists…
A more dynamic playing field for equity investors
by Mark Pinto and Lucas Klein, Janus Henderson In their 2025 outlook, Head of Americas Equities Marc Pinto…
The Yen Strikes Back: How Japan’s Rate Moves Are Reshaping Global Markets
by SIACharts.com On July 31, 2024, the Bank of Japan raised its key interest rate to 0.25%, up…
Above the Noise: Red wave, tariff uncertainty, and government spending
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Yay or nay? - We’re seeing vastly different interpretations…
Jurrien Timmer: Animal Spirits (Dec. 3, 2024)
by Jurrien Timmer, Director of Global Macro, Fidelity Investments December 3, 2024 A Thanksgiving Worth Giving Thanks for…
The Return of Policy Risk
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. We believe 2025 will be…
Gold Shakes Off Election
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Gold retreated following the election as money parked…
2025 Global Outlook: Clearing the Hurdles
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Wesbury: Inflation Distractions
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios It’s hard to keep…
