Section
Capital Market
42 posts
Guy Haselmann: Policy Unwind Process
Policy Unwind Process by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Two Questions • This week I…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Guy Haselmann: September Hike?
September Hike by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Hold onto your bootstraps. Markets are…
Guy Haselmann: Treasury Bond Shortage
Treasury Bond Shortage by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Buy Bonds • Markets will stay…
Guy Haselmann: Raging (Bond) Bull
Raging (Bond) Bull by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Beating the Long Bond Drum •…
8 Capital Markets 'Threats' To The Central Bank Narrative
8 Capital Markets Threats to the Central Bank Narrative Via ConvergEx's Nick Colas, The jawbone is one of…
The Fed is in a Bind
Own Long Treasuries by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Several weeks after recommending a…
Guy Haselmann: Own THE Long Bond
Own Long Treasuries by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Several weeks after recommending a…
Guy Haselmann: Act on the Warnings
This is an addendum to yesterday’s note entitled, “Reversing Course” by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank…
Guy Haselmann: Changing Course
Part One, China • An economic slowdown is underway in China. This is reflected in the steep drop…
Too Much of Everything
Too Much of Everything by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Despite great emphasis on…
Guy Haselmann: Pyrrhic Victory?
Pyrrhic Victory? by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · The weekend negotiations process in Brussels…
Guy Haselmann: Losing Control
Losing Control by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Markets are beginning to signal that…
