Section
Economy
4448 posts
Why Consumer Spending Matters As Markets Struggle
by Alexander Cousley, Russell Investments Key takeaways: U.S. recession risks have increased U.S. government bonds are rallying The…
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...
Wesbury: Tariffs, the Economy and Stocks
by Brian S. Wesbury ā Chief Economist & Robert Stein, CFA ā Deputy Chief Economist, First Trust Portfolios…
Strategic Crossroads: Navigating the Trade Recalibration and Its Macro Reverberations
The geopolitical and economic landscape took a decisive turn last Wednesday, when the U.S. administration unveiled a sweeping…
Stagflation, Tariffs, and Tumbling Stocks: The Start of the Next Recessionāor Best Buying Opportunity Since 2009?
by Hubert Marleau, Market Economist, Palos Management April 5, 2025 Last week, I wrote: āThe bottom line is…
Trade turmoil and the case for tactical country opportunities
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs If US President Trumpās āLiberation…
Canada's Tariff Tangle: What Investors Need to Know Now
In a world increasingly defined by surprise policy shifts and geopolitical gambits, tariffs have once again become front-page…
Shock, Slack, and Strategy: Why Canadian Markets Just Hit a Turning Point
It is the kind of conversation that starts with a whisper and ends in a thunderclap. In the…
Jurrien Timmer: Interim Update (4/3/2025)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company I donāt think I have…
The Pivot Is Coming
by Greg Taylor, CFA, CIO, Purpose Investments So, when do we get the good stuff? Back in November,…
Tariff Turbulence: Why Volatility is a Catalyst, Not a Crisis
Based on a conversation1 between David Richardson, Head, Enterprise Strategy, RBC Global Asset Management, and Stuart Kedwell, CFA,…
Quick Thoughts: The end of the free trade era
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Why the new Trump tariffs…
Jurrien Timmer: A Study in Contrasts (Week of 3/31/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company This information is provided for…
A Deep Dive on AI: AGF Leaders Weigh In on Market Disruptions and Opportunities
āNavigating AIās Impact on Markets āWeāre still in the early innings.ā Thatās the assessment from AGF Portfolio Manager…
The Price You Pay: Valuation Evaluation
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Amid a market…
Staying focused through tariff uncertainty and market jitters
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stocks - Uncertainty contributed to a significant…
