Section
Trade
125 posts
The View From The Far East
by Carl Tannenbaum, Chief Economist, Northern Trust Asian economies are in the crosshairs of U.S. trade policy. There…
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...
Market Ethos: Trimming America
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Last week was yet another one cementing the…
Mr. Crypto Goes to Washington
by Hubert Marleau, Market Economist, Palos Management June 6, 2025 A large number of my readers want to…
When $9 Trillion Gets Cold Feet: Rupert Mitchell on the Great Unwind of America’s Market Dominance
“You’ve got $9 trillion worth of European pension money sitting in US equities… try parking a trillion dollars…
The Consumer Hangs In
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Amid changing policy dynamics, fluctuating markets and…
Bank of Canada Hits Pause Again—But What’s Next? RBC’s Claire Fan Has Thoughts
For the second time in a row, the Bank of Canada has opted to stand pat, holding its…
Bigger yard, higher fence?
Brandywine Global: The interplay between policy-driven trade realignments, cyclical relative growth shifts, structural capital flow adjustments, and relative currency valuations could open new avenues for alpha generation in emerging markets.
Economic Data Surprises, While China Tensions Resurface
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Where Have All the (Duration) Buyers Gone?
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Research It has seemingly been a one-way move higher in…
Ray Dalio Is Predicting A Financial Crisis…Again.
by Lance Roberts, RIA Ray Dalio, the former head of Bridgewater Associates, is back in the media, trying…
Are the Bond Vigilantes Ready to Ride Again?
by Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network "I used to think that if there was reincarnation,…
Canada’s Economic Balancing Act: Domestic Resilience vs. Trade Headwinds
As global trade uncertainty rattles confidence and investment, Canada’s economy enters the second half of 2025 with a…
China’s Growing Reach In Shipping
by Vaibhav Tandon, Senior Economist, Northern Trust The U.S. is watching Beijing’s growing maritime power. An "end-to-end" approach…
Selling America
by Hubert Marleau, Market Economist, Palos Management May 23, 2025 Last week, I wrote: “The bulls definitely had…
Above the Noise: Making sense of markets, Treasuries, and tariffs
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Markets and tariffs - Markets may only need incremental progress,…
