Section
Policy
204 posts
Tariff Pause Brings One-Day Relief Rally–Largest Since '08
by Paul Eitelman, Russell Investments Key takeaways President Trump pressed pause on reciprocal tariffs for 90 days with…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Elbows Up: Fidelity's Strategic Pivot Amid US Policy Uncertainty | Ilan Kolet on Global Outlook
Listen on The Move Summary In this timely episode of Insight is Capital, Pierre sits…
Above the Noise: Will policy uncertainty harm the US economy?
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Price of uncertainty - While the setup was good…
Fighting the trade wars: 3 strategies for investors
by Kathrin Forrest, Equity Investment Specialist, Capital Group The ongoing trade war launched by the United States against…
Canada at the Crossroads: How the Trade War is Reshaping the 2025 Election
It is said that history does not repeat itself, but it often rhymes. With the looming shadow of…
Another Week, Another Tariff Update
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Is this not becoming exhausting? Tariffs on, delayed,…
NBI CIO Martin Lefebvre: Conflicting Forces
The market may look stable on the surface, but beneath it lies a swirling storm of conflicting forces.…
Navigating the (new) conundrum
by Jeffrey Rosenberg, Managing Director, Systematic Fixed Income, BlackRock Key points The Fed pause that gives pause: Stronger-than-expected…
The Good, the Bad and the Ugly
by Hubert Marleau, Market Economist, Palos Management February 7, 2025. Last week, I ended my essay with this…
Northern Exposure
by Carl R. Tannenbaum, Chief Economist, Northern Trust Tariffs could upend the U.S. auto and energy sectors. A…
Policy Uncertainty Begins to Weigh on Investors
by Brad McMillan, CIO and Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network Brad here. As many of…
Tariff Time
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments The only certainty in this noisy headline driven…
A Pivotal Week: Tech Shift, Fed Patience, Tariff Turbulence
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Trump’s Tariff Shockwave: Derek Holt Breaks Down the Impact
Derek Holt’s Saturday Night Tariff Thrashing delivers a scathing assessment of the Trump administration’s abrupt trade war escalation.…
Tariffs: Bark Worse Than Bite?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
