Section
Policy
131 posts
The Summer Solstice
by Carl R. Tannenbaum, Chief Economist, Vaibhav Tandon, & Ryan Boyle, Northern Trust The Northern Trust Economics team…
Wesbury: Replacing Taxes with Tariffs
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Only Dave Cuts the Federal Budget
by William Smead, Smead Capital Management Dear fellow investors, Back in 1993, a brilliant satirist by the name…
Wesbury: Is a Debt Spiral Already Here?
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Washington DC continues to…
CBO’s Rosy Scenario
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Last week the Congressional…
Hugh Hendry: The Growing China problem?
Hugh Hendry joined us for over an hour earlier this year in what was an amazing conversation about…
Is China Investable?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, Charles Schwab & Co., Inc. Reasons…
Battle of The Budget
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Debt ceiling showdown: Should investors worry?
by Matt Miller, Tom Hollenberg, Steve Watson, Capital Group Stop us if you’ve heard this one before: U.S.…
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…
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…
Bear Traps Report: Cash Burn, Clock Ticking
by Larry McDonald, The Bear Traps Report Copyright © The Bear Traps Report
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…
Costs and Benefits of Sanctions
by Vaibhav Tandon, Senior Economist, Northern Trust A more integrated global economy is making sanctions less effective. A…
Hubris at The Fed
by John Mauldin, Mauldin Economics Intertemporal Bridge Everything Bubble Unnatural Heights Cleveland, British Columbia, and Dallas(?) Finding just…
