Section
Trade
93 posts
Global Economic Outlook: The Great Wall
by Carl Tannenbaum, Vaibhav Tandon, Ryan Boyle, Northern Trust President Trump has been a vocal admirer of China’s…
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...
Jurrien Timmer: Twilight of The Bull
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Testing Resistance It’s now week…
Early Impacts of the Trade War
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
When Policy is The Problem: Uncertainty as Macroeconomic Shock Doctrine
In a sweeping new report, Goldman Sachs’ US Economics Research team—led by Jan Hatzius, Jessica Rindels, Manuel Abecasis…
Doomberg: Policy Uncertainty is the New Systemic Risk
Listen on The Move What happens when political ambition trumps economic reality? Doomberg lays it bare. In…
The Consumer Is Tapping Out
by Lance Roberts, RIA The recent implementation of tariffs has the media buzzing about increased recession odds as…
Time to Cut Rates
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Tariffs: In An Ownership Society
by William Smead, CIO, Smead Capital Management Dear fellow investors, Over the last 15 years, the United States…
Howard Marks: Nobody Knows (Yet Again)
by Howard Marks, Vice-Chairman, Oaktree Capital On Monday, September 15, 2008, shortly after the close of the New…
Sonders: Upside Down(side): Markets' Wild Rides
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Markets have had…
Thank You Jamie Dimon & Bill Ackman for the Volte-Face
by Hubert Marleau, Market Economist, Palos Management April 5, 2025. Last week, I wrote: “A reader reminded me…
Recalibrating for Higher Risk Without Overcorrecting
by Anwiti Bahuguna, Ph.D., Portfolio Manager, Northern Trust We’re adjusting our stance in response to rising risk while…
Tariff Pause Brings One-Day Relief Rally–Largest Since '08
by Paul Eitelman, Russell Investments Key takeaways President Trump pressed pause on reciprocal tariffs for 90 days with…
Making sense of Treasury jitters
by Stephen Dover, CFA, Head of Franklin Templeton Institute, Larry Hatheway, Global Investment Strategist, Rick Polsinello, Senior Market Strategist Following…
Tariffs, Tensions, and Trade Troubles: Randall Bartlett Unpacks the Economic Outlook for Advisors
As the dust settles on another round of trade turbulence between Canada and the United States, following the…
