To Raise or Not to Raise
John Lekas – CEO & Senior Portfolio Manager September 3, 2026 This quote from BCA Research sums up the most likely path for central banks on September 16, 2026. “Inflation is not solved. Above target in the US, UK, and…
SpaceX – Possible Market Sell-Off
Slavik Kolesnik - Portfolio Manager June 5th, 2026 Markets entered 2026 expecting a series of Federal Reserve rate cuts. Instead, we are seeing a landscape that has been consistent with our outlook for the past several years: inflation remains elevated,…
Less Is More
John Lekas – CEO & Senior Portfolio Manager March 12th, 2026 Markets entered the year expecting interest rate cuts from the Federal Reserve. Instead, we are seeing a different picture emerge globally. Both Australia and the European Union are preparing…
Nowhere to Hide
John Lekas - CEO & Senior Portfolio Manager November 13th, 2025 The traditional negative correlation between Treasuries and risk assets has broken down. Historically, when equities sold off, investors moved into Treasuries as a safe haven, creating a dependable inverse…
Fed Cuts Once—More Political Than Economic
John Lekas – CEO and Senior Portfolio Manager September 18, 2025 On September 17, 2025, the Federal Reserve enacted its first—and likely only—rate cut of the year. Though the Fed has not indicated such motivation, our view that this move…
With the Fed Holding, the Dollar and Unemployment Tell the Real Story
John Lekas – CEO & Senior Portfolio Manager, Leader Capital August 5th, 2025 As expected by the team at Leader Capital, last week’s jobs report showed that the unemployment rate stayed put at 4.2%. Moreover, the Fed decided to hold rates…
Leader Capital Celebrates 15-Year Anniversary of High Quality Income Fund
July 29th, 2025 Fund surpasses $1.2 billion in AUM and earns consistent 5-star Morningstar ratings for long-term performance and macro-driven credit strategy VANCOUVER, Wash. – July 30, 2025 – Leader Capital, a fixed income investment manager with over two decades…
Rate Cut or Rate Hike? Tariffs, Jobs & Inflation Leave Fed’s Path Uncertain
John doesn't see as deep of a rate cutting cycle and calls tariffs a "non-event." He believes the bigger story lies in dollar devaluation. Watch Here: https://schwabnetwork.com/video/rate-cut-or-rate-hike-tariffs-jobs-inflation-leave-fed-s-path-uncertain
John Lekas: “The Fed is in no position to lower interest rates.”
Leader Capital President and Senior Portfolio Manager John Lekas joins Schwab Network’s Diane King Hall to discuss FOMC decision. To hear more of John’s perspective on the subject, check out the full segment below. Watch here: https://schwabnetwork.com/video/will-fed-raise-rates-instead-of-lowering-them-
Lekas: Fed Won’t Cut This Year, Impact of ‘Low Dollar’ Policy
John Lekas discusses the biggest risks for fixed income investors in 2025, what metric he's watching in the upcoming jobs report, and much more in a wide-ranging interview. Watch the full segment here: Lekas: Fed Won’t Cut This Year, Impact…