Browsing Category
Policy
124 posts
Capital Economics: From Inflation Crisis to Financial Crisis?
by Neal Shearing, Group Chief Economist, Capital Economics In light of market events around SVB, Nadeem Kassam, Head…
March 10, 2023
Four Geopolitical Hotspots That Could Impact Markets in 2023
by Greg Valliere, Chief U.S. Policy Strategist, AGF Investments Russia’s war on Ukraine remains the top risk facing…
December 6, 2022
Left Hand Not Talking to Right Hand: Quantitative Tightening & Federal Government Spending
by Stephen Vanelli, CFA, Knowledge Leaders Capital The Federal Reserve has been raising rates at an extremely aggressive…
November 7, 2022
Costs and Benefits of Sanctions
by Vaibhav Tandon, Senior Economist, Northern Trust A more integrated global economy is making sanctions less effective. A…
August 9, 2022
Hubris at The Fed
by John Mauldin, Mauldin Economics Intertemporal Bridge Everything Bubble Unnatural Heights Cleveland, British Columbia, and Dallas(?) Finding just…
July 24, 2022
Ukraine Can Win the Next Round
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives RUSSIAN TROOPS WERE THOROUGHLY ROUTED in the first…
April 8, 2022
New Polls Show Unity on Ukraine, Support Rising for Joe Biden
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives AFTER MONTHS OF DIVISION on every topic from…
March 7, 2022
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…
January 6, 2022
Congress Struggles as Time Runs Out
by Greg Valliere, AGF Management Ltd. WHAT A PERVERSE IRONY: As Washington reflects on the epic Senate career…
December 6, 2021
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…
October 20, 2021
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…
October 1, 2021