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Politics
115 posts
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The Shutdown Showdown
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
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...
From US Exceptionalism to Canadian Realism—Fidelity's Global Recalibration | Ilan Kolet
Listen on The Move “Things are priced for perfection—but the world isn’t perfect.” — Ilan Kolet What…
The Threat To Fed Independence
A compromised central bank will bring long-lasting risks.
State Capitalism is Risky Business
by Hubert Marleau, Market Economist, Palos Management Frederic Bastiat was a French economist known for advocating free markets…
Stocks Sailing Smoothly Through Policy Crosscurrents So Far
LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current administration.
Stablecoins: Uncle Sam’s New Best Friend... or Riskiest Gamble?
In the face of rising national debt, growing ‘fiscal dominance' shrinking foreign appetite for U.S. Treasuries, and growing geopolitical headwinds, Washington has turned to an unlikely financial ally: stablecoins.
Debt, Defense, and Denial: Why the U.S. Can’t Afford to Ignore the Fiscal Warning Signs
There’s no shortage of people warning about America’s debt problem. The real question is—why now? Why is this…
Big Bill Promises Big Bills
OBBBA sets a path for more borrowing ahead.
Beyond the Bluster: Rethinking Trump’s Trade Tactics
What if the tariffs weren’t just political theater, but part of a calculated economic strategy? A closer look at Torsten Sløk’s provocative thesis.
"Impossible but Inevitable": What the 'One Big Beautiful Bill' Means for Markets and Foreign Investment
In the latest episode of The Open Outcry1, BMO Global Asset Management's Head of ETF & Alternatives Strategy,…
Market Ethos: Trimming America
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Last week was yet another one cementing the…
The Exceptional Case of U.S. Markets Underperformance
With global headlines bouncing between trade tensions, inflation worries, and surprise economic data, it’s getting harder for investors…
Bigger yard, higher fence?
Brandywine Global: The interplay between policy-driven trade realignments, cyclical relative growth shifts, structural capital flow adjustments, and relative currency valuations could open new avenues for alpha generation in emerging markets.
‘Big Beautiful Bill’ brings fiscal concerns
by Invesco Global Market Strategy Office Key takeaways Fiscal fears - Fiscal fears dominated the market last week…
Trump Time, Trade Tensions, and Tech Triumphs: CI GAM’s Peter Hofstra on What’s Moving North American Markets
Markets in April might have treaded water, but behind the flat returns lies a storm of geopolitical, economic,…
