Section
Politics
130 posts
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Modest Government Spending Shrinkage
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios The federal government is…
Trump and the Global Chessboard
by Samuel Rines, Macro Strategist, Model Portfolios, WisdomTree ey Takeaways Current geopolitical tensions are unlikely to evolve into…
The Sword of Damocles Over the Global Economy
by Ed d'Agostino, COO, Mauldin Economics I sat down with Jacob Shapiro this week, my go-to expert on all things…
The Global Oil Complex and the War of Regime Change
by Hubert Marleau, Market Economist, Palos Management Contrary to adversaries, who called the prediction markets run by Kalshi…
Geopolitics Is Back — The Weaponization of Oil
When Wilfred Frost introduces Helima Croft as “perhaps the most plugged-in person to global energy markets across the…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
How U.S. midterm elections may affect markets
by Matt Miller and Chris Buchbinder, Capital Group With everything happening in the world — from the U.S.…
The Order Is Rapidly Fadin’
by Ed d'Agostino, COO, Mauldin Economics Every so often, a single word surfaces and cuts through the noise. If…
The Fed Chose Politics
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Legal investigation of Fed Chair Powell presents new risk to markets
by Brian Levitt & Ben Jones, Global Market Strategist, Invesco Key takeaways New investigation - Recent news indicates…
The Fog of War in Energy Markets – Eric Nuttall Cuts Through the Panic
In a week where oil markets were rattled by geopolitical upheaval, portfolio shifts, and speculative frenzy, Eric Nuttall,…
Venezuela: Implications for Markets and Investors
by Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute at Franklin Templeton Early Saturday morning,…
Wesbury: A Very Political Week
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
The Tariff Gavel: Trump vs the Supremes
by Hubert Marleau, Market Economist, Palos Management The polymarket odds of tariffs surviving the ruling in their current…
Deal with It
by Samuel Rines, Macro Strategist, Model Portfolios, WisdomTree FaST (Few Sentence Takeaway): There is (another) framework for a…
The Cost of the U.S. Government Shutdown
by Carl Tannenbaum, Chief Economist, Northern Trust The ongoing shutdown may already be the costliest yet. The…