Section
Recession
42 posts
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…
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…
Are U.S. recession risks decreasing?
by BeiChen Lin, Russell Investments Executive summary: U.S. recession risks look lower, but still elevated compared to normal…
“Soft Landing” Hope By The Fed Is Likely Optimistic
by Lance Roberts, RIA The Fed’s “soft landing” hopes are likely overly optimistic. Such was the context of…
Fed's Slow Rate-Cut Plan Faces Historical Hurdles
In a recent Wall Street Journal1 article, James Mackintosh delves into the Federal Reserve's ambitious plans for the…
Global economic roundup: US jobs, European manufacturing, and Chinese confidence
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US jobs The August jobs report showed that…
MFS' Rob Almeida and Erik Weisman: A Mid-Year Conversation on the Economy
Global Investment Strategist Rob Almeida and Chief Economist Erik Weisman discuss the current state of the economy, including…
For the US, this has been ‘the summer of our disinflation’
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US disinflation. Lower-than-expected inflation and falling inflation expectations…
Not All Recession Theories Make Sense
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…