Section
Foreign Policy
16 posts
Tariffs, Treasuries, and Triumphs: A Breakneck Week in the Markets
by Hubert Marleau, Market Economist, Palos Management November 29, 2024 The Palos Macroeconomic Commentary will be off for…
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...
Walls of Worry
by Carl R. Tannenbaum, Chief Economist, Northern Trust Geopolitical stress is economically costly. I heard quite a commotion…
Why Central Banks AND Geopolitics Demand the Attention of Investors
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. There’s a lot more than…
Hugh Hendry: How to make the 'Debt Ceiling' and 'Supply' problem disappear?
Hugh Hendry joined us for over an hour earlier this year in what was an amazing conversation about…
It Won’t Be So Easy Next Time For Russia, But for Now There’s No Clue On What’s Going To Happen
by Hubert Marleau, Market Economist, Palos Management I have a very limited knowledge of power politics and foreign…
Som Seif: Is The Trade War For Real?
Our recent conversation with Som Seif, CEO, Purpose Investments, continues. Som weighs in on the U.S./Canada and U.S./China…
Ray Dalio: The Shift in Ideologies
... excerpted from Ray Dalio, Chairman, CIO, Bridgewater Associates L.P. The Shift in Ideologies As far as the…
Brexit: How Extreme are Market Levels?
by Mike Amey, PIMCO As we start the first full trading week after the UK’s historic vote to…
George Soros: Brexit and the Future of Europe
Brexit and the Future of Europe by George Soros, via Project Syndicate June 25, 2016 NEW YORK –…
Debt-To-GDP Ratios Demand Debt Jubilee
Debt-To-GDP Ratios Demand Debt Jubilee by Jeff Nielson, Sprott Money February 24, 2015 In the 1980’s; Canada was…
Guy Haselmann: "The Putin Matryoshka Doll"
The Putin Matryoshka Doll by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · In a highly globalized…
James Kunstler: Heads, You Lose
by James Kunstler of Kunstler.com, Obama Pushes Iraqis to Mend Sectarian Rifts — Headline, The New York…
James Kunstler: America's "To-Do" List
by James H. Kunstler via Kunstler.com, History is moving the furniture around in the house of mankind just…
Jeffrey Saut: "The Russians are Coming"
“The Russians Are Coming” by Jeffrey Saut, Chief Investment Strategist, Raymond James April 7, 2014 The Russians Are…
Guest Post: Yellen In, Syria Done, 8 Risks That Remain
Submitted by Lance Roberts of Street Talk Live blog, It was quite a busy weekend for breaking news…
