Browsing Category
Policy
128 posts
Wesbury: Is a Debt Spiral Already Here?
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Washington DC continues to…
March 4, 2024
CBO’s Rosy Scenario
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Last week the Congressional…
February 12, 2024
Hugh Hendry: The Growing China problem?
Hugh Hendry joined us for over an hour earlier this year in what was an amazing conversation about…
January 18, 2024
Is China Investable?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, Charles Schwab & Co., Inc. Reasons…
November 21, 2023
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