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 ...Read more Comments Off on The Fed’s Long Unwinding Road
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 ...Read more Comments Off on Guy Haselmann: "Tangled Up in Blue"
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 ...Read more Comments Off on Goldman's Thomas Stolper Comes Clean on the Euro; Even More Confusion Ensues
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 ...Read more Comments Off on Spain is A Mess, No Matter How You Slice It
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 ...Read more Comments Off on U.S. Equity Market Radar (April 9, 2012)
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 ...Read more Comments Off on Defence That Pays: Dividend Equities as a Long Term Strategy
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 ...Read more Comments Off on U.S. Blue Chips Continue to Lead (Lee)
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 ...Read more Comments Off on BCA: Moderately Positive, but Selective in Commodities in Near to Medium Term