Section
Recession
54 posts
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…
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...
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: Economyās 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…
āSoft Landingā Hope By The Fed Is Likely Optimistic
by Lance Roberts, RIA The Fedās āsoft landingā 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 āthe summer of our disinflationā
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 ā Chief Economist & Robert Stein, CFA ā Deputy Chief Economist, First Trust Portfolios…
Hubert Marleau: The Scenario is Changing
by Hubert Marleau, Market Economist, Palos Management May 21, 2023 Investors applauded signs that two of their biggest…
Looking Back at the Markets in April and Ahead to May 2023
by Brad McMillan, CIO, Commonwealth Financial Network After moderate gains in March, markets continued to rally in April.…
