Section
Trade
173 posts
Two More Cuts Anticipated
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
How to Make Sense of Three Interest-Rate Policy Moves
by BeiChen Lin, CFA, CPA, Senior Investment Strategist, Head of Canadian Strategy, Russell Investments Key Takeaways Fed, Bank of Canada…
Bank of Canada Cuts Rates as Economy Feels Tariff Strain
The Bank of Canada has pulled the trigger on its first rate cut since March, trimming its key…
RBC Economics: Five Disruptors Shaping the U.S. Economy
The U.S. economy isn’t following the script. Rates are high, but unemployment hasn’t spiked. Tariffs are at century-long…
Slower job growth likely solidifies September rate cut
by Invesco Global Market Strategy Office Key takeaways September rate cut — A weakening labor market and anchored…
Immigration, Tariffs, and AI, Oh My!
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Troubled times haven’t worried stocks
by Invesco Global Market Strategy Office Key takeaways Pressure on the Fed - The White House is attempting…
Is Another Great Moderation At Hand?
Radical policy changes can launch new economic eras.
Grand Ideas at the Grand Tetons
LPL Research examines recent Fed comments and what to expect moving forward.
Denise Chisholm: Caution - Payrolls Are a Lagging Indicator
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Earlier this month, the employment report came with…
Fed Still Evading Key Issues
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Powell’s Last Stand
by Hubert Marleau, Market Economist, Palos Management August 22, 2025 Jerome H. Powell said 4 big things…
The Case Of The Missing Prices
Limited price collection will complicate estimates of inflation.
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…
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.
