Section
Policy
151 posts
Trade Tension Takes Turn at Top
by Liz Ann Sonders, Brad Sorensen, Jeffrey Kleintop, Charles Schwab and Company Key Points Rising trade tensions with…
Is an end to the China/U.S. trade war possible in the next week?
In today’s episode of Market Week in Review, Research Analyst Brian Yadao and Senior Investment Strategist Paul…
Earnings season is beating expectations. How low were the expectations?
by Erik Ristuben, Russell Investments Q1 U.S. GDP number blow past expectations. Why did markets fail to respond?…
What we can learn from a new measure of neutral
Elga explains what our new estimates for the neutral rate reveal about the possible path forward for central…
The biggest risk to the global expansion
by Elga Bartsch, PhD, Head, Economics and Market Research, Blackrock Investment Institute In her inaugural post, Elga Bartsch…
Stephen Lingard: A View from Canada on the New USMCA
by Stephen Lingard, CFA Senior Vice President, Portfolio Manager, Franklin Templeton Multi-Asset Solutions After more than a year…
What the US Midterm Elections Mean for Policy and the Markets
by Scott Krauthammer, AllianceBernstein Will Democrats retake the House of Representatives in the US midterm elections this fall?…
Liz Ann Sonders: A Closer Look at U.S. Tariffs
Transcript: LIZ ANN SONDERS: I don’t have to tell anybody that there are a lot of hot topics…
The Economy Is Fine. Trade War Rhetoric Is The Main Risk
by Urban Carmel, The Fat Pitch Summary: The macro data from the past month continues to mostly point…
SIA Weekly: Potential Disruptions to Trade and the Trend Higher in Crude Oil
Trading in world markets over the last week has been dominated by two major themes. First, the impact…
Stephen Lingard: Assessing the Impact of US Metal Tariffs
by Stephen Lingard, CFA Senior Vice President, Portfolio Manager Franklin Templeton Multi-Asset Solutions President Trump’s administration has reignited…
Threats Become Real
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust Strong growth and employment reports affirm Northern…
The flare up of European populism and its investing implications
by Richard Turnill, Global Chief Investment Strategist, Blackrock European populism has flared up again. Richard explains what this…
It’s not just the tweets. Some things are different.
by Erik Ristuben, Russell Investments This time is different. Really. I’m fully aware that the above phrase constitutes…
Gary Cohn Resigns: The Other Shoe Has Dropped
by Brad McMillan, CIO, Commonwealth Financial Network Yesterday, I wrote that the markets were likely to continue to…
