Section
Economy
4715 posts
False Comforts, Real Consequences: Rethinking Growth, Gold, and Gut-Punch Volatility
I used to believe in stimulus. Government steps in, writes some checks, growth rebounds, the crowd cheers. Textbook stuff. Until I read Rob Arnott, Alex Pickard, Henry Neville, Michael Mauboussin and Dan Callahan all say, in their own careful ways, “not quite.”
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...
Dissent emerges at the Fed, trade agreements surge
by Invesco Global Market Strategy Office Key takeaways Federal Reserve (Fed) - The Fed left its base rate…
The Walls Trump Put Up to Protect Americans May Imprison Them
by Hubert Marleau, Market Economist, Palos Management August 8, 2025 The U.S. has been transformed into a high-tariff…
Midyear Market Crossroads: AGF Experts on What’s Next for 2025
The Market’s Hitting Records. The Outlook? Still a Mess. Markets may be pushing all-time highs, but don’t let…
7 Key Market Insights From a Wild Week
LPL Research analyzes an eventful week for markets, discussing potential Fed actions, the recent jobs report, earnings season, and more.
Bond Markets Reach a Turning Point
Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon.
On My Mind: A tax by any other name
Recent US preliminary trade agreements mark a significant turn in the trade wars, highlighting the substantial fiscal impact of increased tariffs. These changes introduce a shift toward indirect taxation, potentially easing long-term fiscal challenges, while also complicating monetary policy decisions amid mixed economic signals. Franklin Templeton Fixed Income CIO Sonal Desai explains what this means for investors going forward.
Stay Long Tech and Growth
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses resiliency in the tech…
The Great Unwind
U.S. trade strategy is a top worry among economists.
Debasement: What It Is And Isn’t.
by Lance Roberts, RIA Over the past year, financial headlines continue to flood investors with doomsday predictions about…
The Moment Investors Need You Most: Why Advice Has Never Mattered More
Let’s face it—today’s investors are facing more than just the markets. Inflation’s stubborn, global politics are messy, and…
Friday’s Employment Bombshell
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Canada at a Tipping Point: Inflation, Rates, and Trade—What Comes Next?
The Economy Feels… Off “The economy is struggling or stagnating,” says Royce Mendes, Head of Macro Strategy at…
Wesbury: Everything is Political…Be Careful
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Canada’s Calm in the Trade Storm: RBC Sees Steady Ground Amid Rising U.S. Tariffs
If you're feeling whiplash from all the headlines about the U.S. slapping tariffs on imports again, you're not…
