Section
Economy
4715 posts
India’s Headlines Got Worse. The Investment Case Got Better.
by Christopher Gannatti, CFA, Global Head of Research, & Ayush Babel, Director, Quantitative Research, WisdomTree Key Takeaways Despite…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Power, Property, and Preferreds
by Sandy Liang, CFA, Head of Fixed Income, Purpose Investment Partners As we move through the second half…
CPI Opens Door for Fed Rate Cuts, Although Pressure Hovers
by Jeff Buchbinder, Chief Equity Strategist, LPL Research Additional content provided by John Lohse, CFA, AVP, Research. July’s…
Key developments to watch that may lead to increased volatility
by Larry Adam, CIO, Raymond James Key Takeaways The Fed confronts a dilemma as hiring slows while inflation…
Richard Bernstein: Charts for the beach (08/14/2025)
by Richard Bernstein, Richard Bernstein Advisors It’s been a hot summer in New York City, and the markets…
A 20,000-Foot Perspective: Can Bonds and Equities Both be Right?
by Maya Bhandari, Chief Investment Officer, Multi Asset Strategies - EME, Neuberger Berman The combination of stagflation concerns…
Meme Stock Trading & Livermore’s Approach To Speculation
by Lance Roberts, RIA Meme stock trading has returned in force. As discussed last week, the fear of…
Time to Find Out: What Tariffs, Earnings and the Fed Are Really Telling Us
by Samuel Rines Macro Strategist, Model Portfolios, WisdomTree FaST (Few Sentence Takeaway): Markets were supposed to stumble under…
Jurrien Timmer: Barbelled Bull (8/11/2025)
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company Up and to the Right Equities…
Allocation Views: Can too much resiliency lead to fragility?
As global trade uncertainty recedes and macroeconomic conditions improve, investors face a complex landscape. This month's Allocation Views examines sustained equity-market momentum, driven by stronger economic activity and earnings, while cautioning against elevated valuations and unresolved tariff risks.
Europe's Economic Future: A Bright Spot?
While growth may slow in the near term, Europe's longer-term outlook appears to be improving.
Stocks Sailing Smoothly Through Policy Crosscurrents So Far
LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current administration.
Wesbury: As the Fed Turns
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
September Rate Cut Looms as Fed Doves Gain Sway
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
A Relief Rally or Reversal in the Dollar?
by Adam Turnquist & Jeffrey Buchbinder, LPL Financial The U.S. Dollar Index (DXY) has rebounded over the last…
