Section
Policy
183 posts
Inching Toward a Tax and Spending Compromise; The Fedâs Stock Trading Embarrassment
by Greg Valliere, AGF Management Ltd. Inching Toward a Tax and Spending Deal; The Federal Reserveâs Stock Trading…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
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,…
The Democratsâ Wildly Aspirational $3.5 Trillion Bill; Tone-Deaf Obama Birthday Party
by Greg Valliere, AGF Management Ltd. THE $1 TRILLION INFRASTRUCTURE BILL that should pass in the Senate later…
Federal Reserve Folly
by John Mauldin, Mauldin Economics Unneeded Fire Trucks Slamming the Brakes Force-Feeding Liquidity The Right Course Washington, DC,…
Powellâs Testimony and the Inflation Debate
by Hubert Marleau, Market Economist, Palos Management The S&P 500 hit an all-time high on Monday but ended…
How Soon is Now?
by Michael Every of Rabobank How Soon is Now? US bond yields tumbled further yesterday, this time taking…
In Unprecedented Times, Donât Rely on (Obvious) Precedent
by Rick Rieder, CIO, Fixed Income, Russell Brownback, Head of Global Macro Fixed Income, and Trevor Slaven, Portfolio…
Biden's first 100 days and your money
Expect a dramatic departure from the previous administrationâstarting with stimulus. by Fidelity Viewpoints Key takeaways President Biden is…
Regardless of the election outcome, expect limited U.S. policy changes in 2021
by Erik Ristuben, Russell Investments Itâs no secret that uncertainty is public enemy number one to the stock…
Biden's Tax Hike Agenda
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios Election Day is eleven…
Does the U.S. presidential election pose a risk to markets?
by Erik Ristuben, Russell Investments With less than four months to go until Americans cast their votes for…
Tail Risks Rising, Iranâs Economic Misery, and 737 MAX/Min
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust Summary Tensions flare up between Iran and…
