Section
Trade
119 posts
Quick Thoughts: Risk vs. uncertainty
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Weaker US economic data is…
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...
Another Week, Another Tariff Update
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Is this not becoming exhausting? Tariffs on, delayed,…
Tariff tantrum: Are portfolio changes needed?
by BeiChen Lin, Russell Investments Key takeaways: Canada and Mexico are striking a careful balance in retaliating against…
The Stagflation Threat: Why Consumers, Traders, and Investors Are Sounding the Alarm
by Hubert Marleau, Market Economist, Palos Management February 28, 2025. I ended last week’s commentary by saying that…
Tariffs make industries less competitive
by Eugenio J. Alemán, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. Back…
Inflation and DOGE
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
NBI CIO Martin Lefebvre: Conflicting Forces
The market may look stable on the surface, but beneath it lies a swirling storm of conflicting forces.…
How Tariffs Impact Credit Markets
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Additional content provided by Colby Hesson, Analyst, Research.…
Navigating the (new) conundrum
by Jeffrey Rosenberg, Managing Director, Systematic Fixed Income, BlackRock Key points The Fed pause that gives pause: Stronger-than-expected…
Safe Haven From the Trade War?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
The Good, the Bad and the Ugly
by Hubert Marleau, Market Economist, Palos Management February 7, 2025. Last week, I ended my essay with this…
Northern Exposure
by Carl R. Tannenbaum, Chief Economist, Northern Trust Tariffs could upend the U.S. auto and energy sectors. A…
Tariff Time
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments The only certainty in this noisy headline driven…
A Pivotal Week: Tech Shift, Fed Patience, Tariff Turbulence
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
DB's George Saravelos: Markets “severely underpriced” the risk of renewed trade war
In a stunning escalation of trade tensions, the Trump administration has announced sweeping tariffs covering 44% of total…
