Analysts Corner: 02/20/2024
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
Flash Update: Pressing Pause
Source: UBSAM
Strategic Reasons to Get Active
Source: Blackrock
US CPI: Mixed Messages
Source: BMO Economics
Analysts Corner: 02/13/2024
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
JPMAM – Guide to China Q1
Source: JP Morgan Asset Management
BMO US Economic Forecasts
Source: BMO Economics
Equity Markets 2024: 5 Reasons to Believe in the Rally
Source: Morgan Stanley
Analysts Corner: 02/04/2024
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
Top of Mind: The allocator’s checklist for 2024 and beyond
Source: Wellington
National Economic Indicators
Source: Richmond Fed
Earnings unlikely to spoil stock rally
Source: Blackrock
Analysts Corner: 01/30/2024
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
The Quarterly – Irrational Exuberance Redux
Source: OSAM
Gen-AI: Artificial Intelligence and the Future of Work
Source: IMF
Political Risk Everywhere
Source: SSRN
Analysts Corner: 01/23/2024
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
Global Credit Outlook 2024
Source: S&P Global
Corporate Credit Outlook 2024
Source: DoubleLine
A Valuable Earnings Season Kicks Off
Source: Nuveen
Analysts Corner: 01/16/2024
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
(Almost) 200 Years of News-Based Economic Sentiment
Source: SSRN
World Bank Global Economic Prospects
Source: World Bank
2024 Global Fixed Income Outlook
Source: Nuveen
Analysts Corner: 01/09/2024
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
Credit Cards: The Trillion-Dollar Debt
Source: Saint Lous FRB
Navigating Macro Currents in 2024
Source: BlackRock
National Economic Indicators – 01/08/2024
Source: FRB Richmond
Analysts Corner: 01/02/2024
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
Artificial Intelligence: What AI Means for Economics
Source: IMF
Market Valuations: Long Periods of Boredom
Source: Research Affiliates
Momentum Turning Points Can Be Costly
Source: Morningstar
Why Income-Seeking Investors Need to Look Across Asset Classes
Source: Wellington
Analysts Corner: 12/26/23
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
Weekly Market Update – Global Monetary Policy Pivoting
Source: BNP Paribas
US Economic Forecasts
Source: BMO Economics
Home Sales, Mortgage Originations Likely to Begin Slow Recovery in 2024
Source: Fannie Mae
The Secret Life of Fed Pivots
Source: Hussman Funds
Analysts Corner: 12/19/23
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
The Return of the Monroe Doctrine
The Monroe Doctrine is experiencing a resurgence. As it hits its 200th anniversary this month, this time-hallowed foreign-policy principle—which declares that Washington will oppose political and military incursions into the Western Hemisphere by powers outside of it—is once again at the forefront of political debates in the United States.
Source: Foreign Policy
Russia-Ukraine and Israel-Hamas Wars Reveal the Importance of Weapons Production
Current conflicts offer a reminder to China and the U.S.: Arms do not deliver victory only through technological advantage but also through availability.
Source: The Diplomat
Inflation: What’s Causing It and Why?
And today we’re in to talk about inflation. So annual inflation rate right now is below 4%, coming down from nearly 10% to a little over a year ago. And we’ve got two things that are going on. One that is small, that is getting bigger by the day and one that is big, that is getting smaller by the day.
Source: Zeihan on Geopolitics
Fed Lowers Inflation Forecast for 2024, Seeing Core PCE Falling to 2.4%
Committee members also upgraded their forecast for gross domestic product. They now expect GDP to grow at a 2.6% annualized pace in 2023, a half percentage point increase from the last update in September.
Source: CNBC
European Central Bank to Focus on Shrinking Balance Sheet as Markets Bet on Rate Cuts
The European Central Bank meets this week with investors closely monitoring to see when the Frankfurt institution might start to cut interest rates.
Source: CNBC