Section
Recession
49 posts
Aubrey Basdeo: More Coupon, Less Duration
Listen on The Move In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at…
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...
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…
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…
