Q&A
Sirens Are Sounding About the Market. The U.S. Has a Lot to Lose.
Jens Nordvig sees a strategic shift happening among global investors that could affect U.S. assets.
Long Read
A Bond Titan’s Guide to the Rocky Market
Rick Rieder of BlackRock has been favoring higher-quality credit and shorter maturities. The allure of 5% mortgage securities.
Long Read
This Economist Sees Global Supply Shocks, Higher Rates, Reduced Tariffs
Freya Beamish, chief economist at TS Lombard, says market ructions and an eye to the midterms will spur the Trump administration to negotiate reciprocal tariffs away.
Long Read
Fed’s Hammack: ‘Soft Data’ Signals Concerns About Higher Inflation
Beth Hammack, president of the Cleveland Federal Reserve, is watching travel and shipping numbers to get a better handle on the economy’s health.
Long Read
Chocolate and Coffee Will Stay Expensive. A Commodities Pro Explains Why.
Judy Ganes of JGanes Consulting follows “soft” commodities, which have seen price spikes due to poor harvests and strong demand.
Long Read
He’s One of Wall Street’s Biggest Bears. Where He’s Investing Now.
Strategist David Rosenberg sees ways to trade a tough market and capitalize off the downturn. What he likes now.
Long Read
Taiwan Semi and Tencent Stock Top This Manager’s Holdings. How AI Benefits Both.
Thornburg’s Sean Sun likes high-quality growth companies with reasonable valuations and “optionality.”
Long Read
