Credit

Credit

GMO: Emerging Value and Margin of Superiority

China Credit Markets Debt Market Emerging Markets Insight Markets Outlook Stocks
by Ben Inker, GMO LLC Emerging Value and Margin of Superiority Why would a value manager buy more of an asset that has just gone up? Long-time GMO ...
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Why it's time for more caution toward credit

ETFs Fixed Income High Yield Insight Interest Rates Markets Outlook
Why it's time for more caution toward credit by Richard Turnill, Chief Investment Strategist, Blackrock BlackRock Global Chief Investment Strategist Richard Turnill's chart of the week shows why ...
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Guy Haselmann: The Cart's in Front of the Horse

Bond Market Capital Market Insight Markets Outlook
The Cart's in Front of the Horse by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Markets have overreacted to Yellen’s speech. I do not believe that ...
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Finding an Oasis in a Bond Liquidity Drought

Bond Market ETFs Insight Issues Markets Outlook
by Gershon Distenfeld, AllianceBernstein Let’s not mince words: Liquidity is draining out of global corporate bond markets, and we doubt it’s coming back. But that doesn’t mean investors ...
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Guy Haselmann: "Fading Smiles"

Bond Market Corporate Debt Currency Economy High Yield Insight Markets Outlook
Out There Beyond the Wall by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Germany, France, Japan and the Eurozone are expected to follow Italy with flat ...
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Jeffrey Saut: "Running Out of Time"

Bond Market Economy Interest Rates Markets Outlook QE US Stocks
by Jeffrey Saut, Chief Investment Strategist, Raymond James Well, so far the Federal Reserve is winning out over my timing models that continue to suggest caution should be ...
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The Economy and Bond Market Radar (October 7, 2013)

Bond Market Bonds Credit Markets Economy Interest Rates Markets Monetary Policy Opportunities Outlook QE Radar
The Economy and Bond Market Radar (October 7, 2013) Treasury yields rose modestly this week as attention was squarely focused on the government shutdown. Due to the shutdown, ...
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Syria: Market Impact (Mawer)

Global Investing Markets Middle East Outlook Stocks US Stocks
by Steven Visscher, Mawer Investment Management The atrocities in Syria have put the world on alert, including investors. Many of our clients and readers have asked what impact ...
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The Economy and Bond Market Radar (September 9, 2013)

Bond Market Bonds Economy Fixed Income Housing Prices Interest Rates Markets Monetary Policy Outlook Radar
The Economy and Bond Market Radar (September 9, 2013) Treasury yields moved higher this week with the 10-year Treasury bond briefly touching the 3 percent level. Yields continue ...
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Ten Things for Your Radar Screen (Chandler)

Ten Things for Your Radar Screen (Chandler)
by Marc Chandler, MarcToMarket.com The week has begun off with a bang.  Follow through selling of sterling in early Asia saw its losses extended to almost $1.5070 before ...
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