Opinion- Page 4

Expert perspectives and commentary on markets, economics, and global events. Opinion pieces are clearly labeled and represent the views of individual contributors, not the publication.

Opinion

December 24, 2025

Why Markets Are Growing Comfortable With Higher-For-Longer Rates

Investor behavior suggests restrictive policy is no longer seen as an immediate threat to growth or assets. Financial markets are sending a clear message: elevated interest rates, once viewed as a looming

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Opinion

December 21, 2025

The Bond Market Is Sending a Cautious Equity Signal

Stable yields may reflect confidence in inflation control, but also skepticism about growth. Equity investors have taken comfort in the bond market’s recent calm, interpreting steady government yields as a sign that

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Opinion

January 8, 2026

Defense Is Becoming a Core Portfolio Allocation—Not Just a Trade

Rising geopolitical risk is pushing investors to treat defense spending like a durable growth stream, but the sector still carries political and valuation hazards. For years, defense stocks were something many portfolios

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Markets Are Underestimating How Long Higher Rates Will Last

Investors are pricing a soft landing, but policy inertia and fiscal pressure suggest tighter conditions may persist. Financial markets have spent much of the year betting that interest rates will soon drift

December 21, 2025

Opinion

Opinion: The Macro Trend Defining 2025 — A Fragile Soft Landing in a Fragmented Global Economy

As 2025 draws to a close, a central macroeconomic narrative has emerged across advanced and emerging markets alike: the global economy is threading the needle between slowing growth and recession risks, even

December 16, 2025

Opinion