Section
Economy
4159 posts
âTrumpflationâ Risks Likely Overstated
by Lance Roberts, RIA With the re-election of President Donald Trump, the worries about tariffs and pro-business policies…
An investor's guide to potential U.S. policy changes in 2025
by Paul Eitelman, Russell Investments Executive summary: U.S. policies are set for a major reshaping as full Republican…
Myths and Reality
Sticky underlying price pressures could prevent a faster return to neutral monetary policy. by Carl R. Tannenbaum, Chief…
The Vociferous Debate
by Hubert Marleau, Market Economist, Palos Management November 22, 2024 The Stock market is set to experience a…
U.S. public debt: Where is the breaking point?
by Tryggvi Gudmundsson, Economist & Jayme Colosimo, Investment Director, Capital Group The sustainability of U.S. public debt has…
Key takeaways from Octoberâs U.S. inflation reports
by BeiChen Lin, Russell Investments Executive summary: U.S. consumer-price increases during October matched consensus expectations The latest snapshot…
How much cash is really on the sidelines?
by Dan Suzuki, CFA, Deputy CIO, Richard Bernstein Advisors The $7 trillion in money market assets is just…
2025 investment outlook: After the landing
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Base case - We expect significant monetary policy…
Whatâs driving the recent surge in bond yields?
by Larry Adam, CIO, Raymond James Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Treasury…
Trade, Tariffs, and Inflation - It's a whole new world
by Jeffrey Roach, PhD, Chief Economist, LPL Financial Itâs a Whole New World One of the biggest fears…
Yardeni And The Long History Of Prediction Problems
by Lance Roberts, RIA Following President Trumpâs re-election, the S&P 500 has seen an impressive surge, climbing past…
Presidential Stock Market Euphoria
by William Smead, CIO, Smead Capital Management Dear fellow investors, How does the euphoria for stocks in the…
Bonds? We Donât Need No Stinking Bonds!
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Investors have been piling into all-equity one-ticket solutions.…
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move  In this episode, Richard and Pierre are joined by the brilliant and…
Diversifying for income in todayâs markets
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors Although the US economy remains resilient, labor…
