Browsing Category
Policy
113 posts
Fiscal Policy Comes Back Into the Picture; The Shame of January 6
by Greg Valliere, AGF Management Ltd. WHEN IN DOUBT, SPEND MORE MONEY: Even though the omicron variant may…
Congress Struggles as Time Runs Out
by Greg Valliere, AGF Management Ltd. WHAT A PERVERSE IRONY: As Washington reflects on the epic Senate career…
Investors Starting To Realize “Stagflation” Is A Problem.
by Lance Roberts, RIA Investors are slowly waking up to the realization that “stagflation” is a problem. For…
The Big Picture: A Brief History of the U.S. Debt Ceiling
by The editor's desk, AGF Management Ltd. The U.S. debt ceiling has once again emerged as a top…
The Next 'Crisis': The Debt Ceiling
by Brad McMillan, CIO, Commonwealth Financial After the past several crises, some real and some manufactured, we are…
Inching Toward a Tax and Spending Compromise; The Fed’s Stock Trading Embarrassment
by Greg Valliere, AGF Management Ltd. Inching Toward a Tax and Spending Deal; The Federal Reserve’s Stock Trading…
The Dealing Begins; $3.5 Trillion Bill Will Get Smaller
by Greg Valliere, AGF Management Ltd. HOUSE DEMOCRATS have already begun to negotiate with themselves on the $3.5…
The Covid Nightmare Continues
by Greg Valliere, AGF Management Ltd. WITH COVID CASES STILL RISING IN SOME STATES, especially among children, Joe…
Fed Tapering: Will it Be Different This Time?
by Kathy Jones, Senior Vice President, Head of Fixed Income Strategies, and Christina Shaffer, Senior Fixed Income Research…
Brian Wesbury: Projecting Government
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios In an ideal world,…
The Democrats’ Wildly Aspirational $3.5 Trillion Bill; Tone-Deaf Obama Birthday Party
by Greg Valliere, AGF Management Ltd. THE $1 TRILLION INFRASTRUCTURE BILL that should pass in the Senate later…
Federal Reserve Folly
by John Mauldin, Mauldin Economics Unneeded Fire Trucks Slamming the Brakes Force-Feeding Liquidity The Right Course Washington, DC,…
Powell’s Testimony and the Inflation Debate
by Hubert Marleau, Market Economist, Palos Management The S&P 500 hit an all-time high on Monday but ended…
How Soon is Now?
by Michael Every of Rabobank How Soon is Now? US bond yields tumbled further yesterday, this time taking…
In Unprecedented Times, Don’t Rely on (Obvious) Precedent
by Rick Rieder, CIO, Fixed Income, Russell Brownback, Head of Global Macro Fixed Income, and Trevor Slaven, Portfolio…
