Global Macro

Global Macro

The Fed’s Long Unwinding Road

Global Investing Insight Markets Outlook Stocks
by Michael Hasenstab, Chief Investment Officer, Templeton Global Macro, Franklin Templeton Investments In the latest edition of “Global Macro Shifts,” the Templeton Global Macro team examines the plans ...
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Guy Haselmann: "Tangled Up in Blue"

Bond Market Credit Markets Economy Insight Markets Outlook
Global Macro Commentary Tangled Up in Blue by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM FED ·      Last Friday, I attended the University of Chicago’s annual US ...
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Goldman's Thomas Stolper Comes Clean on the Euro; Even More Confusion Ensues

Goldman's Thomas Stolper Comes Clean on the Euro; Even More Confusion Ensues
Because the market sure could do with some humor on this blood red morning, we bring you FX strategist extraordinaire Thomas Stolper, who sadly does not give us ...
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Spain is A Mess, No Matter How You Slice It

Spain is A Mess, No Matter How You Slice It
Spain's spreads breaking away from other risk indicators Guest contribution by Sober Look As the sell-off in Spanish government bonds continued today, Spain's spreads broke away from other ...
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U.S. Equity Market Radar (April 9, 2012)

U.S. Equity Market Radar (April 9, 2012)
U.S. Equity Market Radar (April 9, 2012) The S&P 500 Index fell 0.74 percent this week driven in large part by cyclical sectors as concerns mounted over a ...
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Defence That Pays: Dividend Equities as a Long Term Strategy

Defence That Pays: Dividend Equities as a Long Term Strategy
Defence That Pays Dividend Equities as a Long-term Strategy by Alfred Lee, CFA, CMT, DMS Vice President & Investment Strategist BMO ETFs & Global Structured Investments BMO Asset ...
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U.S. Blue Chips Continue to Lead (Lee)

U.S. Blue Chips Continue to Lead (Lee)
U.S. Blue Chips Continue to Lead Dow Jones Industrial Average Hits "Golden-Cross" Alfred Lee, CFA, DMS Vice President & Investment Strategist BMO ETFs & Global Structured Investments BMO ...
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BCA: Moderately Positive, but Selective in Commodities in Near to Medium Term

BCA: Moderately Positive, but Selective in Commodities in Near to Medium Term
Its time to be selective about commodities, says BCA Research in its daily notes this July 13. The service recommends keeping a "moderately positive" view on the resource ...
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Hugh Hendry - The Battle Over Potash

Hugh Hendry - The Battle Over Potash
Hugh Hendry appeared on BBC this week headlining an interesting discussion about Western vs. Eastern Agriculture and Potash and shared these thoughts: "The Chinese and the Canadians hate ...
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