Browsing Category
Policy
118 posts
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…
Ukraine Can Win the Next Round
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives RUSSIAN TROOPS WERE THOROUGHLY ROUTED in the first…
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…
Washington Is Polarized on Ukraine — Already
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives IT DIDN’T TAKE LONG for partisanship over Ukraine…
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,…
