Section
Outlook
20302 posts
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 Biggest Relative Strength Decliners of 2025—Who’s in Trouble?
by SIACharts.com In today’s report, we analyzed the SIA S&P 100 Index Report and sorted the data by…
Key Pillars of the Bull and Bear Cases in 2025
by Adam Turnquist, Brian Booe, Jeffrey Buchbinder, Lawrence Gillum, LPL Financial Use of the terms “bull” and “bear”…
Do Commodities Really Hedge Inflation?
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments The usual spin on why you should…
Magna (MG.TO) is in the Danger Zone—Will It Plunge to $30 or Rebound to $85?
by SIACharts.com Magna International Inc. (MG.TO) shares continue to be under pressure, trading around the $55 level, delivering…
Forecasting Error Puts Fed On Wrong Side Again
by Lance Roberts, RIA The Federal Reserve’s record of forecasting has frequently led it to respond too late…
Navigating Tariffs & Inflation (With Dr. Richard Clarida)
by Liz Ann Sonders, Chief Investment Strategist, Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd.…
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…
Copper’s Comeback Stalls: Why First Quantum Minerals Is Struggling Again
by SIACharts.com Having earlier established that the strength within the SIA Metals and Mining sector report is mainly…
A New Capital Cycle Is Driving US Exceptionalism
Economic forecasting is challenging, but understanding the capital cycle can help. Led by investment in AI, the US has embarked on a new capital cycle. The result is a shifting landscape of likely industry winners and losers.