Section
Economy
4299 posts
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…
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…
Tariffs: Bark Worse Than Bite?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Do Money Supply, Deficit And QE Create Inflation?
by Lance Roberts, RIA I recently debated with Michael Pento, who made an interesting statement that increases in…
Trump 2.0: The Deregulation Agenda – No New Rules?
by Que Nguyen, Research Affliates Key Points Deregulation will be central to President Trump’s second-term policy agenda, just…
Magnificent 7 to the Rescue!
by Asset Allocation Committee, Confluence Investment Management The traditional role of Treasurys as a safe-haven asset has eroded.…
The opportunity right in front of investors
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Analyzing the Rise in Corporate Bankruptcies
by Jeffrey Roach, PhD, Chief Economist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. Last…
Markets Resilient Amid Historic Week and Fed Meeting in Focus
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
MFS: 2025 - Six Key Themes
by Market Insights Team, MFS Investment Management SUMMARY As investors look to 2025, a number of key themes —…
DeepSeek DeepSinks Bullish Exuberance
by Lance Roberts, RIA On Monday, markets were rocked by news that a Chinese Artificial Intelligence model, DeepSeek,…
