Section
Economy
4297 posts
Forecasting Error Puts Fed On Wrong Side Again
by Lance Roberts, RIA The Federal Reserve’s record of forecasting has frequently led it to respond too late…
U.S. Exceptionalism: Is It Still Intact?
by Jeffrey J. Roach, Chief Economist, LPL Financial With China’s DeepSeek pressuring investors to take a closer look at…
Navigating Tariffs & Inflation (With Dr. Richard Clarida)
by Liz Ann Sonders, Chief Investment Strategist, Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd.…
The Good, the Bad and the Ugly
by Hubert Marleau, Market Economist, Palos Management February 7, 2025. Last week, I ended my essay with this…
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.
Northern Exposure
by Carl R. Tannenbaum, Chief Economist, Northern Trust Tariffs could upend the U.S. auto and energy sectors. A…
Policy Uncertainty Begins to Weigh on Investors
by Brad McMillan, CIO and Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network Brad here. As many of…
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…
Trump, Powell and Rates: A Look Ahead
by Kevin Flanagan, Head, Fixed Income, & Samuel Rines, Macro Strategist, Model Portfolios WisdomTree Key Takeaways President Trump’s…
Can Anyone Replace China?
by Vaibhav Tandon, Senior Economist, Northern Trust Chief International Economist Vaibhav Tandon reviews the barriers protecting China's role…
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…
Tariff Time
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments The only certainty in this noisy headline driven…
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…
A Pivotal Week: Tech Shift, Fed Patience, Tariff Turbulence
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
