Section
Trade
160 posts
Tariffs make industries less competitive
by Eugenio J. Alemán, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. Back…
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...
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…
JPM's David Kelly–Navigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
What to Watch for in 2025: Productivity, Immigration and the Dollar
by Hubert Marleau, Market Economist, Palos Management January 1, 2025 At this time of the year, predictions about…
UBS Unpacks the Economic and Investment Outlook for 2025
The UBS Chief Investment Office report, helmed by Paul Hsiao and Jason Draho, Ph.D., offers a comprehensive macroeconomic…
Borderline Reality: U.S. Tariff Threat Looms Over Canada’s Economic Backbone
"Tariffs rarely provide sustained net economic benefits, especially in closely integrated countries like Canada and the U.S." –…
