Section
Outlook
21031 posts
Wesbury: As the Fed Turns
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
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...
September Rate Cut Looms as Fed Doves Gain Sway
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
A Relief Rally or Reversal in the Dollar?
by Adam Turnquist & Jeffrey Buchbinder, LPL Financial The U.S. Dollar Index (DXY) has rebounded over the last…
CNR Hits the Brakes: Why the Rails Are Losing Steam While the TSX Surges
by SIACharts.com SIA Charts’ relative strength rankings help investors manage risk by identifying stocks and sectors that are…
False Comforts, Real Consequences: Rethinking Growth, Gold, and Gut-Punch Volatility
I used to believe in stimulus. Government steps in, writes some checks, growth rebounds, the crowd cheers. Textbook stuff. Until I read Rob Arnott, Alex Pickard, Henry Neville, Michael Mauboussin and Dan Callahan all say, in their own careful ways, “not quite.”
Uncovering Coiled Springs: Why Guardian’s Sam Baldwin Thinks Canadian Equities Are Ready to Pop
With U.S. mega-cap tech dominating headlines and hogging investor attention, it’s easy to forget there’s a whole world…
Dissent emerges at the Fed, trade agreements surge
by Invesco Global Market Strategy Office Key takeaways Federal Reserve (Fed) - The Fed left its base rate…
The Walls Trump Put Up to Protect Americans May Imprison Them
by Hubert Marleau, Market Economist, Palos Management August 8, 2025 The U.S. has been transformed into a high-tariff…
UPS Down Over Half Since 2022—And the Chart Still Looks Ugly
by SIACharts.com In today’s edition of the Daily Stock Report, we are going to provide an update on…
Midyear Market Crossroads: AGF Experts on What’s Next for 2025
The Market’s Hitting Records. The Outlook? Still a Mess. Markets may be pushing all-time highs, but don’t let…
7 Key Market Insights From a Wild Week
LPL Research analyzes an eventful week for markets, discussing potential Fed actions, the recent jobs report, earnings season, and more.
Frenzied Speculation in U.S. Stocks
How to Exploit or Protect Against It
Bond Markets Reach a Turning Point
Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon.
On My Mind: A tax by any other name
Recent US preliminary trade agreements mark a significant turn in the trade wars, highlighting the substantial fiscal impact of increased tariffs. These changes introduce a shift toward indirect taxation, potentially easing long-term fiscal challenges, while also complicating monetary policy decisions amid mixed economic signals. Franklin Templeton Fixed Income CIO Sonal Desai explains what this means for investors going forward.
Wall of Worry? Small Caps Are Climbing It
by SIACharts.com It has been quite a week in the markets this past week. With the continuing trade…
