Section
Bonds
1790 posts
How rising bond yields are shaping the market outlook
by Larry Adams, CIO, Raymond James Key takeaways: The resilient economy is facing a more challenging forecast Equity…
The Fed Arrived Late to Its Own Party
September 21, 2026 was not the day the Federal Reserve changed the world. It was the day it…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Bumps Ahead
Resilient growth meets renewed inflation pressures.
Canada's Inflation Test: Insurance, Not a Cycle
In September, three of the four major developed market central banks raised rates. The European Central Bank, the…
On My Mind: One Flew Over the Dove’s Nest
Federal Reserve (Fed) chair Kevin Warsh has established his hawkish credentials. Franklin Templeton CIO, Sonal Desai sees scope for further yield curve steepening and a range of selective opportunities, based on capturing income and focusing on quality rather than counting on lower rates or tighter spreads.
The Fed Spoke Loud and Clear
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “Investors are never bearish at the top…
50% Tariffs or TACO Tuesday? What Canadian Advisors Need to Know Before January 1
When Canada woke up to news of new 50% tariffs on its goods entering the United States, the…
Yields Pushing Higher
by Craig Basinger, Chief Investment Strategist, Purpose Investments At an investor event in the Fall of 2001, while…
The Great Rate Reset: Why the 40-Year Bond Bull Is Over — and What to Do About It
by AdvisorAnalyst Editorial Team | September 12, 2026 The bond market has been sending a clear message for…
The Quiet 50% Return Nobody at the Beach Is Talking About | Meb Faber
Listen on The Move While everyone else was at the beach celebrating another S&P up year, global…
The Soupe Du Jour is U.S. Bonds Yields
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “There is way too much unjustifiable pessimism…
Looking Back, Looking Ahead (September 7, 2026)
The Bond Market Is Talking. Is Anyone Listening? The week ahead arrives with a cluster of data points…
Jeff Weniger: Big Wall of Worry, Fears, No Bubble. Not Yet.
Listen on The Move What if the firm disrupting the ETF industry launched 197 funds in its…
On My Mind: Rearranging the Debt Chairs
According to Franklin Templeton CIO Sonal Desai, the Treasury Secretary Bessent’s announcement of at least doubling the size of Treasury buybacks will not move the needle without a reduced fiscal deficit.
AI Needs Power. Power Needs Capital.
by SIACharts.com The 30-year Treasury yield has become one of the market’s more closely watched signals this week,…