Section
Recession
44 posts
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…
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.…
Preparing for the New Paradigm Facing Investors
Kim Hyland, Head of Global Institutional Relationship Management at MFS, joins MFS' Global Investment Strategist Rob Almeida in…
Corporate Profits: What Gives?
by Hubert Marleau, Market Economist, Palos Management April 21, 2023 The data calendar was relatively sparse this week.…
How Terminal Is Terminal?
by Niels Clemens Jensen, CIO, Absolute Return Partners The ultimate level of interest rates is likely to be…
Banking Crisis Is How It Starts, Recession Is How It Ends
by Lance Roberts, RIA As the Fed tightens monetary policy, a banking crisis is historically the first evidence…
Will Rising Federal Debt Slow Economic Growth?
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Over the past…
Under Pressure: Fed Hikes in Face of Bank Turmoil
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Despite new threats…
Thousand-Word Equivalents
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Job Openings Working Past 65 COVID Retirement Boom Investing…
A Look at the SVB's Failed Rescue Plan
Listen to this article (2:00): According to Axios Markets, on Thursday, Silicon Valley Bank announced a…
Capital Economics: SVB Collapse a Reminder of Financial Risks
by Paul Ashworth, Chief U.S. Economist, Capital Economics The latest analysis on the SVB collapse. Copyright © Capital…
Inflation, China’s reopening will help drive markets in the Year of the Rabbit
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Year of the Rabbit I’m hoping this year…
Recession Fear Investing
by William Smead, Smead Capital Management Dear fellow investors, A recession is two consecutive quarters of economic contraction.…
