Section
QE
217 posts
When Policymakers Blink, Markets Remember
In a candid and structurally wide-ranging note published August 24, 2026, Nohshad Shah of Citadel Securities examines three…
Market Ethos: Navigating the Noise
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Most would likely agree the world…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
What’s Next? Neutral
by Hubert Marleau, Market Economist, Palos Management Both the stock and bond markets cheered the Fed’s 3rd straight…
Could the End of QT Lead to a New Round of QE?
by Jeff Weniger, CFA Head of Equity Strategy, Kevin Flanagan Head of Fixed Income Strategy, WisdomTree About a…
Running Hot
by John Mauldin, Mauldin Economics In the last few years, we who remember the 1970’s inflation got to…
Why so much pushback on a December rate cut?
by Eugenio Alemàn, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. Markets were…
QT is Ending. Is QE Next?
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Financial The Federal Reserve’s (Fed) balance sheet runoff — commonly…
The End (of QT) is Nigh
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Financial While markets have been focused on the expected trajectory…
BCA's Peter Berezin: Is this the Wile E. Coyote moment for investors?
Listen on The Move What if the U.S. economy is already sprinting off a cliff—and just hasn’t…
John De Goey: Investing ahead of unknown risks
Listen on The Move John De Goey, Portfolio Manager and Investment Advisor at Designed Wealth Management joins us…
MS' Michael Wilson: The Challenge of Front-Running a Fed Put
by Michael Wilson, Chief Equity Strategist, Morgan Stanley Copyright © Morgan Stanley
The Fed Put? What And Where Is It?
by Lance Roberts. RIA The “Fed put?” Exactly, what is it, and where does this mythical support reside?…
Bridgewater 2022 Global Outlook: The Success and Excesses Resulting from MP3 Policies
Copyright © Bridgewater Associates LP
What Do Rising Rates Mean for Stock Investors?
by Jeffrey Kleintop, CFA®, Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc. Last week, U.S.…
Powell Successfully Walks the Tightrope
by Austin Mann, Knowledge Leaders Capital Below we highlight a few takeaways from Fed Chair Jerome Powell’s confirmation…