Section
Recession
48 posts
From Euphoria to Recession Fears Within a Month
by Hubert Marleau, Market Economist, Palos Management Last week, I ended my note to readers saying: “With almost…
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...
The Risk Of A Recession Isn’t Zero
by Lance Roberts, RIA The risk of a recession in the U.S. is not zero. This is particularly…
2022-lite
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors As we begin 2025, there are striking similarities…
Trump’s Tariff Shockwave: Derek Holt Breaks Down the Impact
Derek Holt’s Saturday Night Tariff Thrashing delivers a scathing assessment of the Trump administration’s abrupt trade war escalation.…
Dovish Drift: The BoC’s Cuts by 50 bps, Signals a More Cautious Path Ahead
"With interest rates no longer 'clearly in restrictive territory,' the central bank will take 'a more gradual approach'…
Investing in an era of flouted rules
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, BlackRock Key points An era of flouted rules: The…
Picton Mahoney Q4/24 Investment Review & Outlook: Soft-Landing Odds Improved, But Largely Priced In
by David Picton, President and CEO, & Team, Picton Mahoney Asset Management Will An Asset Bubble and/or Inflation…
Albert Edwards: "We’ll keep trying to look beneath the surface to discover the ‘truth’"
Albert Edwards' thesis of his latest report revolves around the surprising resilience of the US economy and the…
When doves yell: Fed loudly signals a September rate cut
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Dovish meeting minutes - The minutes from the…
The Inflation Has Come to an End Without a Recession
by Hubert Marleau, Market Economist, Palos Management August 16, 2024 We are now in a world where investors…
Rules Are Meant To Be Broken
by Ryan Boyle, Senior Economist, Northern Trust Previously reliable recession signals have not worked in this cycle. We…
Anatomy of a Recession Update: Economy’s health holds steady
by Jeffrey Schulze, CFA, Head of Economic and Market Strategy, ClearBridge Investments Jeff Schulze of ClearBridge Investments joins…
Sentiment Suddenly Shifts
by John Lynch, CIO, & Team, Comerica Wealth Management Are the markets pricing in recession or simply a…
National Bank's Daniel Straus: Extraordinary ETF Insights & Outlook
Listen on The Move In this episode of 'Insight is Capital', host Pierre Daillie sits down with…
Aubrey Basdeo: More Coupon, Less Duration
Listen on The Move In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at…
