Section
Recession
79 posts
The Fog Ahead: BCA's Peter Berezin on Stagflation, Policy Paralysis, and the Wile E. Coyote Economy
Driving Into the Fog “If you don’t know what’s coming, then you can wait,” says Dr. Peter Berezin,1…
The Fed’s Balancing Act
by Jeff Weniger, CFA Head of Equity Strategy, Kevin Flanagan Head of Fixed Income Strategy, WisdomTree The financial markets…
Slowdown Signals: Are Leading Indicators Flashing Red?
by Lance Roberts, RIA Lately, there’s been a growing sense of confidence among investors that the U.S. economy…
Two More Cuts Anticipated
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Navigating Paradigm C: Darius Dale on Fiscal Dominance, Fed Policy, and the Future of Investing
A sweeping, data-driven diagnosis of the U.S. economy, policy regime shifts, and the investment strategies retail and institutional investors alike should be considering, according to 42 Macro's Darius Dale.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Denise Chisholm: Caution - Payrolls Are a Lagging Indicator
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Earlier this month, the employment report came with…
Powell’s Last Stand
by Hubert Marleau, Market Economist, Palos Management August 22, 2025 Jerome H. Powell said 4 big things…
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…
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,”…