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Politics
February 24 2020
Politics . Markets/Economy .
Video How will politics impact the markets?
February 26 2020

Six indicators can be predictive of the election outcome.

February 21 2020
Equity . Fixed Income .
Article Sustainable prices: a bitter pill for drugmakers?
February 14 2020

The material risks facing pharma go beyond reputational harm.

February 18 2020
Markets/Economy . Politics .
Article With health care, change doesn't have to be a 4-letter word
February 5 2020

Some reforms actually could benefit businesses and the economy.

January 31 2020
Politics . Markets/Economy .
Article Can we change the subject? I know what we can talk about!
January 31 2020

Let others focus on the coronavirus; Linda wants to talk about Iowa.

January 24 2020
Equity . Markets/Economy .
Article Dining with 'Deplorables'
January 24 2020

It was a pro-Trump crowd in Naples, although the subject of impeachment did come up.

January 21 2020
Politics . Equity .
Video Market-friendly election results expected
January 8 2020

How might the outcome of the 2020 election affect the outlook for equities?

January 21 2020
Equity . Volatility .
Article Iran just a headline risk ... for now
January 6 2020

Monetary accommodation, benign inflation and easing trade tensions should drive markets.

February 21 2020
Equity . Markets/Economy .
Article All the dominoes fall
December 13 2019

Trade deals, Brexit clarity and a Fed hold cap a bullish week for stocks.

January 21 2020
International/Global . Politics .
Article A big cloud lifts on 'Brexit election' result. Now what?
December 13 2019

Prime Minister Johnson's overwhelming victory allows him to deal with the EU with a much stronger hand.

January 21 2020
Markets/Economy . International/Global .
Video Slower growth ahead
November 22 2019

What can investors expect in 2020? CIO Deborah Cunningham explains her economic outlook.

January 21 2020
Politics . Equity .
Article Doesn't anyone want to talk about impeachment??
November 15 2019

Not where Linda Duessel goes, including this week's audience in Vancouver.

January 21 2020
Equity . Markets/Economy .
Article Meet Me in St. Louis?
November 12 2019

It doesn't matter where Presidents Trump and Xi meet as long as they do before Dec. 15.

January 21 2020
Politics . Markets/Economy .
Infographic Graveyard of geopolitical risks October 16 2019

Halloween will bring together many global events that may haunt the U.S. economy.

January 21 2020
Equity . Markets/Economy .
Article Progress with China drives stocks higher
October 11 2019

If a trade deal emerges, leading to expectations for GDP and corporate-profit growth, look for a year-end rally.

January 21 2020
Equity . Markets/Economy .
Article 'An innocent person who wanted nothing more out of life than to love ...'
October 10 2019

Trade continues to drive the market as the seasonal tailwinds begin to blow.

January 21 2020
Equity . Markets/Economy .
Article The market is wise
September 27 2019

Impeachment talk and other geopolitical tensions aren't yet weighing down investors.

January 21 2020
Politics . Markets/Economy .
Article Impeachment saga: Smoking gun or nothingburger?
September 27 2019

The chances of Trump being removed from office are negligible.

January 21 2020
Equity . Politics .
Article Free college comes at a price
August 29 2019

Politicized proposals calling for it don't make the grade.

January 21 2020
Markets/Economy . Politics .
Article Is 'Medicare for All' a panacea?
August 16 2019

Some argue a more moderate, incremental approach to fixing health care is better.

January 21 2020
Markets/Economy . Politics .
Article Is Social Security a ticking time bomb?
August 7 2019

Solutions for avoiding insolvency involve shared sacrifice and political compromise.

January 21 2020
Politics . Markets/Economy .
Article Myths and other sea monsters on the slow boat to China
August 6 2019

If one does the math, it's difficult to see how U.S. consumers will be hurt by new tariffs on China. It's easier to see how China, with its response, may end up hurting itself.

January 21 2020
Politics . Equity .
Article Lots and lots and lots and lots and lots of popcorn
July 30 2019

As Democratic hopefuls get set for round two, Linda explores how the election season may shape up and potentially impact stocks.

January 21 2020
Equity . Markets/Economy .
Article I'm going to need more popcorn
June 28 2019

The election season is adding to uncertainties, but that's not such a bad thing.

January 21 2020
Markets/Economy . International/Global .
Article Taking some equity chips off the table
June 28 2019

Federated takes advantage of strong June, pares equity overweight in stock-bond model amid uncertainties.

January 21 2020
Politics . Fiscal Policy .
Article Election Special: Democrats take center stage
June 25 2019

A long list of Democratic presidential hopefuls will be debating the next 2 nights.

January 21 2020
Markets/Economy . Politics .
Article Revisit immigration reform
June 10 2019

Major changes must be made to address the decreasing birth and fertility rate in the U.S.

January 21 2020
Markets/Economy . Politics .
Article The slow boat to China develops a leak
May 31 2019

Using tariffs to address a non-trade issue with Mexico creates a destabilizing undertow.

January 21 2020
Markets/Economy . Equity .
Article Geopolitical risks abound
May 31 2019

But we reject the pervading pessimistic view about the U.S. economy.

January 21 2020
Politics . Fiscal Policy .
Article I'm loading up on the popcorn!
May 29 2019

The coming Democratic debates kick off what promises to be a very interesting 2020 presidential election season.

January 21 2020
Politics . International/Global .
Article Will populism remain popular?
May 22 2019

This week's European Parliament elections could provide guidance on the question.

January 21 2020
Markets/Economy . Politics .
Article He said, Xi said
May 10 2019

U.S.-China trade negotiations have gotten testy, but a resolution likely will be reached, calming market angst.

January 21 2020
Markets/Economy . Politics .
Article Take a breath
May 10 2019

We still expect an eventual trade deal and view interim market messiness as an opportunity.

January 21 2020
Equity . Politics .
Article 'Medicare-for-All' uncertainty creates opportunity
April 2 2019

Single-payer buzz is hurting managed-care stocks. That's good for value investors.

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