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Slower job growth likely solidifies September rate cut
by Invesco Global Market Strategy Office Key takeaways September rate cut â A weakening labor market and anchored…
Prepare, Donât 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 wonât come down anytime soon, and the growing correlation between stocks and bonds...
Cuts Are Coming: A Tailwind for Stocks
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Immigration, Tariffs, and AI, Oh My!
by Brian S. Wesbury â Chief Economist & Robert Stein, CFA â Deputy Chief Economist, First Trust Portolios…
QSRâs $14B Debt Problem: Can Burger King, Popeyes & Tim Hortons Hold the Line?
by SIACharts.com The SIA Food and Beverage Sector continues to sit near the bottom of the unfavored zone…
Why Keynesâ Economic Theories Failed In Reality
by Lance Roberts, RIA A recent post from Daniel Lacalle, âHow Keynesians Got The US Economy Wrong Again,â…
The Threat To Fed Independence
A compromised central bank will bring long-lasting risks.
Floating-Rate Strategies: How FRNs, Private Credit, MICs, and CLOs Are Redefining Fixed Income
The traditional 60/40 portfolio has been under pressure ever since the sharp reset in interest rates began in…
The Return of the Gold Standard
by Hubert Marleau, Market Economist, Palos Management September 5, 2025 John Maynard Keynes, the famous British economist, referred…
The Metal That Wonât Bend: Copperâs Inflation Warningâand the Stock Riding It Higher
by SIACharts.com Despite ongoing weakness in employment data suggesting broader economic softness, copper prices have remained notably resilient.…
Trade War Bite Shows Up in Canadian Jobs: RBC's Claire Fan on Augustâs LFS Print
Canadaâs labour market just sent a clear signal: the trade war is no longer an abstract headlineâitâs hitting…
Global Macro Insights: August 2025
Will the US dollar continue to weaken? Templeton Global Macro explores the global market and investment implications if the dollarâs decline continues.
Fall volatility favors gold
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses the merits of increasing…
Investors Return From Summer Break: Whatâs Ahead for Fall?
by Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network After a volatile first four months of 2025, it…
A Philosophy of Investing
by John Mauldin, Mauldin Economics A Philosophy of Investing I was in Newport Beach two weeks ago doing…
Rising Tensions in Europe Spark Volatility Amid Political and Bond Market Uncertainty
by SIACharts.com After a subdued summer, volatility returned last week, sparked by a sharp selloff in European bonds…
