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Today’s Volatility and Where Commodities Fit in a Portfolio
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The Drivers of Economy Growth – Tyler Cowen

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Commentaries
Timely market commentaries from leading investment firms
Safer With an Active Asset Management Approach Than with None or a Passive One
In the light of multiple discussions raised in AP community about strategies that help investors through market downturns, we would like to share a perspective on advantages of an active asset management approach or so-called actively traded hedge-fund strategy based on the example of a classic long-short US equity strategy.
Bitcoin Tests $19,000
The crypto investing front has taken another barrage of body blows, pushing Bitcoin to test the $19,000 per coin level once again.
Taking the Consumer’s Temperature
With consumer behavior under a magnifying glass, Portfolio Manager Jennifer Thomas, shares her assessment of the US consumer.
The Fed Is Actually Fixing Inequality, Unfortunately
Last Thursday, Elizabeth Warren expressed skepticism about the Fed tightening monetary policy, saying it would make people poor.
A Stagflationary Debt Crisis Looms
There is ample reason to worry that major economies like the United States are heading for a recession, accompanied by cascading financial turmoil.
Somber Summer
The Northern Trust Economics team shares its outlook for key markets in the month ahead.
No Excuses: Plan Now for Recession
Now is the time to engage in risk management to retain your competitive advantage once the economy emerges from the slowdown.
2022 Global Market Outlook – Q3 update: Fear of the known
Recession fears and central-bank tightening are driving market volatility.
Key Takeaways From Our 2021 Advisor Fixed Income Portfolio Review
We examine key themes from our review of advisor fixed income portfolios over the past year.
2022 Mid-Year Corporate Credit Outlook
After the steep drop in prices during the first half of this year, yields on many corporate bond investments are at or near 12-year highs.
The Monetary Surge Continues to Ebb
We've told people to watch the M2 measure of money in order to understand whether inflation will cool down or heat up.
Are We Talking Ourselves Into A Recession?
As I have indicated in recent weeks, I don’t really understand why the media has turned so bearish on the US economy lately, and why so many forecasters are predicting we’re either just about to enter a potentially nasty recession or we’re already in one.
Heavy Metal Omen for Energy Prices
Energy commodity prices (the index in this chart includes crude oil, natural gas, and other petroleum products) have pulled back from the highs, but it could just be the start of a deeper correction if the price action in industrial metal commodities is anything to go by.
Good Morning, Vietnam
Vietnam is a frontier market star.
High-Yielding High-Quality Dividend Growth Stock Benefiting from Rising Interest Rates
The Federal Reserve is trying to fight inflation by raising interest rates.
More “Stagflation-Lite”, Moderately Positive On Equities Ex Europe, Still Negative On Global Bonds
Our mid-March meeting’s “unenthusiastic” stance on global equities and negative stance on global bonds was a respectable decision, as was the overall macro theme “Stagflation Lite with GDP somewhat worse than consensus, but skirting recession.”
Energy Crunch vs. Consumer Freeze: What Are Stocks Signaling?
US energy stocks are outperforming consumer discretionary stocks by the widest margin in more than 30 years. Does this mean surging energy prices will trigger a deep freeze in consumer spending?
3 Charts Showing Optimism For The Global Shipping Industry
Container shipping companies have not been immune to the disruptive factors roiling markets at the moment, namely rising interest rates, soaring inflation and a potential recession, not to mention war in Eastern Europe.
Time to Jump Aboard the Value Train
The market has spent much of 2022 worrying about inflation and associated interest rate rises, and Growth stocks have certainly borne the brunt of this.
Buffett, Jones and Hamm: An Oil Wisdom Trifecta
Someone once said, “Better than being smart is knowing who is!”
Power of Representation: the 'Us'es'
To celebrate Pride Month, four PIMCO executives share their perspectives on inclusion and diversity in the workplace and the importance of visible representation.
Oil Price Reversions – The Inevitable Outcome Of Recessions
An oil price and energy stock price reversion may be starting.
ECB in the News
Senior Sovereign Analyst Jon Levy answers some key questions about the European Central Bank's latest moves.
We're Not Already in a Recession
Real GDP declined at a 1.5% annual rate in the first quarter and, as of Friday, the Atlanta Fed's "GDP Now" model projects zero growth in Q2.
Re-discovering the Market’s Sweet Spot
There’s a tendency among investors to conflate exposure to the S&P 500 with exposure to the broad market, even though these stocks are almost all large caps.
Of War And ESG
Sustainable investing needs to adapt to new realities without compromising its core principles.
I Haven't Seen Bargains This Good in 20 Years
This bear market is punishing everyone and everything.
A New “Pink Tide” in Latin America?
Latin America tilted further left this week as Colombian voters elected Gustavo Petro as president. Come August, the former Bogotá mayor and member of the M-19 guerrilla organization will join the region’s growing list of leftist leaders in a political shift some are likening to the “pink tide” of the late 1990s and early 2000s.
Inflation Reaches Unicorns
Interest rates aren’t simply the price of borrowing money. They are also information, providing signals telling economic players what to do. Interest rates are in fact the price of time. Low interest rates don’t value time very much. Bad signals produce bad outcomes… and that’s where we are now.
Macro Markets Podcast Episode 16: Fed Watch: A Deep Dive into 75
Brian Smedley, Guggenheim’s Chief Economist and Head of Macroeconomic and Investment Research, discusses the impact of the Fed’s 0.75% rate hike on markets and the economy.
Taking Stock: Q3 2022 Equity Market Outlook
What to do in equity portfolios at the midyear point? Fundamental Equities CIO Tony DeSpirto assesses the backdrop and identifies three favored sectors.
Assessing Inflation’s Effects Across Emerging Markets
The varied responses of individual countries to global inflationary pressures have contributed to elevated real-rate differentials between developed and emerging markets.
How to Invest in China Responsibly
Investors in China can positively influence the behavior of Chinese companies and generate attractive risk-adjusted returns in the long run.
A Realistic Framing of the Progress in Artificial Intelligence
Let’s face it—we love exciting announcements. Why talk about the small technical improvements of a given artificial intelligence (AI) system when you can prognosticate about the coming advent of artificial general intelligence (AGI)? However, focusing too much on AGI risks missing many incremental improvements in the space along the way.
Time To Jump Aboard The Value Train
In a new piece, GMO’s Asset Allocation Team notes that even with the battering of growth stocks in 2022 there is still ample opportunity to benefit from betting on cheap value stocks versus expensive growth names.
Stocks Adding to Weekly Gains
U.S. stocks are extending weekly gains, rebounding from yesterday afternoon's slide as the markets remain choppy amid lingering global recession concerns that have been bolstered by monetary policy tightening efforts around the globe aimed at getting high inflation under control.
20 Stocks Subscribers Asked To Have Analyzed
In this video I cover 20 stocks requested by subscribers.
Stocks Sniffing A Bear Market Rally
A number of key technical, sentiment and flow based indicators are suggesting we could see a relief in selling pressure over the coming weeks, and perhaps a countertrend rally in risk assets.
Cracking and Pivoting
The President today asked Congress for a gasoline tax holiday to alleviate the cost of gasoline and diesel in the country.
NFIB Signals A Recession Is Coming…Again
NFIB signals a recession is coming…again.
Heating and Cooling
The Northern Trust Economics team shares its outlook for growth, inflation and interest rates.
Reaching for Resilience
The war in Ukraine has widened global geopolitical fractures, and we see risks of deglobalization and more fragmented capital markets over the secular horizon.
Don’t Cry for the Most Wealthy
Over the last four years, we have argued that the glamour monopoly technology companies have a low multiplier effect in the U.S. economy
China Cheap Again
While much of the rest of the world is increasingly entrenched into bear market mode, Chinese equities are looking more and more interesting as China continues zigging while the rest of the world is zagging.
Zero Harm Farming and Mining
Headquartered in Melbourne, Australia, Incitec Pivot is a global leader in the materials sector with an unrelenting focus on Zero Harm, the expectation that its operations should never expose staff to harm or cause environmental incidents.