Section
Economy
4159 posts
Navigating the tight policy, loose liquidity paradox
by Dan Suzuki, CFA, Deputy CIO, Richard Bernstein Advisors Tight Fed policy doesn't always equate to tight liquidity…
A stimulative environment for midcaps
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton With a soft landing in sight,…
Steady Growth, Subdued Inflation: Can the U.S. Economy Keep Surpassing Expectations?
by Hubert Marleau, Market Economist, Palos Management November 1, 2024 The U.S. GDP rose uniformly at a 2.8%…
Spooky Volatility Brews as Seasonality Improves
by Adam Turnquist, CMT, Chief Technical Strategist, LPL Financial Halloween is not the only thing spooking investors right…
Don't get spooked, it's time to go trick-or-treating
by Drew O'Neil, Fixed Income, Raymond James Drew O’Neil discusses fixed income market conditions and offers insight for…
Markets are Smarter than Government
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Q3 2024 Active Management Review: Market leadership reverses
by Gabriel Sauma, Russell Investments Executive summary: Market leadership changed course during the third quarter, with the Low…
Above the Noise: Markets suggest inflation story is over
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Good news is good news - With US inflation…
Resilience Persists Amid Rate, Election Uncertainty
This week’s economic indicators continue to reflect a resilient U.S. economy despite the ongoing pressure from higher interest rates. Jobless claims dropped to 227,000, indicating a steady labor market...
What Scares Us About the Economy and Markets
by Jeffrey Buchbinder, CFA, Chief Equity Strategist, and Research Team, LPL Financial Stocks have done so well this…
As interest rates fall, new stock opportunities arise
by Tony DeSpirito, Managing Director, Global Chief Investment Officer, Fundamental Equities The start of a rate-cutting cycle has…
Hubert Marleau: Bond Yields Soar, But Stocks Hold Strong – Here’s Why
What’s Going On? October 25, 2024 It was a pretty slow week on the data front, but not…
4 AI bottlenecks could bolster old economy companies
by Jared Franz, Cheryl Frank, and Brad Olalde, Capital Group The artificial intelligence (AI) hype cycle may be coming to…
The Return of the Treasury Term Premium
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Additional content provided by Colby Hesson, Analyst, Research.…
Yields on the Rise
by Adam Turnquist, CMT, Chief Technical Strategist, LPL Financial Price action in Treasury markets over the last month…
