Section
Trade
160 posts
Time to Find Out: What Tariffs, Earnings and the Fed Are Really Telling Us
by Samuel Rines Macro Strategist, Model Portfolios, WisdomTree FaST (Few Sentence Takeaway): Markets were supposed to stumble under…
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...
Stocks Sailing Smoothly Through Policy Crosscurrents So Far
LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current administration.
A Relief Rally or Reversal in the Dollar?
by Adam Turnquist & Jeffrey Buchbinder, LPL Financial The U.S. Dollar Index (DXY) has rebounded over the last…
False Comforts, Real Consequences: Rethinking Growth, Gold, and Gut-Punch Volatility
I used to believe in stimulus. Government steps in, writes some checks, growth rebounds, the crowd cheers. Textbook stuff. Until I read Rob Arnott, Alex Pickard, Henry Neville, Michael Mauboussin and Dan Callahan all say, in their own careful ways, “not quite.”
Dissent emerges at the Fed, trade agreements surge
by Invesco Global Market Strategy Office Key takeaways Federal Reserve (Fed) - The Fed left its base rate…
The Walls Trump Put Up to Protect Americans May Imprison Them
by Hubert Marleau, Market Economist, Palos Management August 8, 2025 The U.S. has been transformed into a high-tariff…
7 Key Market Insights From a Wild Week
LPL Research analyzes an eventful week for markets, discussing potential Fed actions, the recent jobs report, earnings season, and more.
On My Mind: A tax by any other name
Recent US preliminary trade agreements mark a significant turn in the trade wars, highlighting the substantial fiscal impact of increased tariffs. These changes introduce a shift toward indirect taxation, potentially easing long-term fiscal challenges, while also complicating monetary policy decisions amid mixed economic signals. Franklin Templeton Fixed Income CIO Sonal Desai explains what this means for investors going forward.
The Great Unwind
U.S. trade strategy is a top worry among economists.
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…
Soft Landing in Sight—Will Central Banks Sit Tight?
by BeiChen Lin, Russell Investments Key Takeaways ECB sticks to 2% Trade deals agreed ahead of August 1…
Uncertainty Squared
by John Mauldin, Mauldin Economics Collective Thinking Thoughts on Tariffs and Inflation Front Running “The Only Viable Tool”…
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.
Above the Noise: Fed chair, rising prices, and policy winners
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Fed independence matters - If markets perceive the Federal Reserve…
“Driving Blindfolded or Playing to Win?” — JPM and KKR See the Same Road, But Choose Different Gears
Markets climb a wall of worry.
