Section
Economy
4727 posts
Stablecoin Meets Sovereign Debt: Is Treasury’s Next Funding Tool Hiding in Plain Sight?
Imagine this: the U.S. Treasury, faced with ballooning debt and tougher borrowing conditions, turns to a solution born…
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...
Canadian Businesses Are Feeling Better—But They’re Not Out of the Woods Yet
In the second quarter of 2025, Canadian companies showed a shift in mindset. They’re no longer bracing for…
AI Is Powering Productivity
by Ryan Boyle, Senior Economist, Northern Trust Gains from AI will be gradual but significant. Everything that our…
Powell’s Resignation Could Safeguard Fed Independence
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Craig Basinger: What’s Your Ethos?
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Ethos is the underlying sentiment that informs beliefs…
Fed Independence is a Myth
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Micro-Economic Theory Is Less Contradicting than Macro
In this sharp, provocative dispatch, Palos Management’s Hubert Marleau dives deep into the paradox of today’s market resilience.
JP Morgan’s 2025 Mid-Year Outlook: A Changing Landscape Calls for Sharper Navigation
As we round the corner into the second half of 2025, the economic road may look smooth—but make…
Russell Reconstitution: What it Means for Investors
by Jeff Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Kent Cullinane, Analyst, Research. What is…
MFS: How to Rethink Risk, Rotation, and Reserve Currency Exposure
If you’re in the business of allocating capital, it’s been a year of whiplash. Currency swings, benchmark re-jigs,…
Inflation Percolates Beneath the Surface: RBC Flags Resilient Domestic Price Pressures Despite Headline Calm
Canada’s inflation story in June appears deceptively tame on the surface—but dig a little deeper, and the pressures…
Trade War: New Countdown Begins
by Vaibhav Tandon, Senior Economist, Northern Trust Common disparagements of television dramas include overdramatic plot twists and inconsistencies,…
Staying the Course: Resisting Temptation in Volatile 2025 Markets
by Teresa Keane, Managing Director—Equities, Walt Czaicki, CFA, Senior Investment Strategist—Equities, AllianceBernstein Volatility often evokes emotional responses from…
Market Ethos: Dividend Dilemma
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments What’s not to love about dividend-focused investing? Over…
Jurrien Timmer: A Study in Contrasts (week of July 14, 2025)
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company A Week to Remember, at Least…
