Section
Recession
72 posts
Trump Wins Big One-Sided Trade Deals, But Inflation Is the Fly in the Ointment
by Hubert Marleau, Market Economist, Palos Management August 1, 2025 The U.S. has been transformed into a high-tariff…
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...
US rally relieves—but does not reassure
US equities underperformed global markets in the first six months of 2025, but continue to trade at a premium to foreign markets. ClearBridge Investments outlines the case for global diversification.
“Driving Blindfolded or Playing to Win?” — JPM and KKR See the Same Road, But Choose Different Gears
Markets climb a wall of worry.
Stayin’ Alive: Strong Earnings Extend Market Run
by Paul Eitelman, Russell Investments Key Takeaways Encouraging start to earnings season U.S. retail sales rebound Inflation ticks…
The economy's case for lower rates
by Eugenio J. Alemán, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. We…
"Surreal" Market Signals and the Road Ahead: Gundlach's Mid-Year Macro Dissection
Jeffrey Gundlach, the ever-skeptical maestro of macro at DoubleLine Capital, titled his June 10, 2025 webcast1 "Surreal"—a fitting…
Powell’s Dilemma: Cut Too Late, or Cut Too Little?
Hubert Marleau breaks down why the Fed’s dot plot is missing the bigger macro picture—and why the S&P 500 could still hit 6600.
Why It’s Time to Rethink Portfolios—From the Bear Up, says Picton
When markets get messy, David Picton doesn’t just feel it—he wears it. “The bags under your eyes grow,”…
Where Have All the (Duration) Buyers Gone?
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Research It has seemingly been a one-way move higher in…
Ray Dalio Is Predicting A Financial Crisis…Again.
by Lance Roberts, RIA Ray Dalio, the former head of Bridgewater Associates, is back in the media, trying…
Are the Bond Vigilantes Ready to Ride Again?
by Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network "I used to think that if there was reincarnation,…
Selling America
by Hubert Marleau, Market Economist, Palos Management May 23, 2025 Last week, I wrote: “The bulls definitely had…
Recalibrating Risk: Why Markets Are Rethinking the Recession Narrative
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “Contrary to Goldman Sachs, which gave a…
No Recession in Sight Yet
by Hubert Marleau, Market Economist, Palos Management May 9, 2025 Last week, I wrote: “The economic outlook and…
No Recession Yet, But Risks Remain
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Noise about tariffs, business…
