Investors are waiting for certainty about the future, but is there enough evidence to support what’s to come? In his September Market Insights, Dr. James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, looks at the direction of inflation and whether central banks will continue raising rates.
February Market Insights: Fortress America and the Colony Next Door
Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in U.S. history comparable to the Jacksonian turn, the New Deal, or the Reagan Revolution. Yet Wall Street remains strangely somnolent, pricing in neither the durability nor the depth of what is unfolding. The Trump Doctrine should be seen as equal to