First Trust market views, organized for advisors.

Kevin Warsh’s first Fed meetings signal a sharper shift toward simplicity, discipline, and less reliance on forward guidance.

Markets may need to adjust to a central bank that says less about its next move and focuses more clearly on price...

May’s stronger-than-expected payroll gain shows the labor market remains resilient, but it does not look hot enough to justify a new rate-hike cycle.

Inflation is still above the Fed’s target, yet slower money-supply growth and modest wage gains suggest underlying...

U.S. home prices are no longer showing signs of the sharp collapse once feared, and recent data point instead to a very slow upward drift.

Price gains are now running below general inflation, which is helping keep housing more affordable...

The US economy is facing real pressure from higher gas prices and sticky inflation, but the recent oil shock appears more temporary than structural.

Growth has slowed from the post-pandemic surge, yet key indicators like GDP, jobless claims, and manufacturing...

The piece argues that Federal Reserve policy has been a major driver of modern inflation, with quantitative easing and prolonged easy money linked to asset bubbles, inequality, and the surge in prices seen after COVID.

It suggests the current inflation...