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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…
August 28, 2015
Guy Haselmann: September Hike?
September Hike by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Hold onto your bootstraps. Markets are…
August 25, 2015
Guy Haselmann: Treasury Bond Shortage
Treasury Bond Shortage by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Buy Bonds • Markets will stay…
August 24, 2015
Guy Haselmann: Raging (Bond) Bull
Raging (Bond) Bull by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Beating the Long Bond Drum •…
August 19, 2015
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…
August 12, 2015
The Fed is in a Bind
Own Long Treasuries by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Several weeks after recommending a…
August 12, 2015
Guy Haselmann: Own THE Long Bond
Own Long Treasuries by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Several weeks after recommending a…
August 11, 2015
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…
August 5, 2015
Guy Haselmann: Changing Course
Part One, China • An economic slowdown is underway in China. This is reflected in the steep drop…
August 4, 2015
Too Much of Everything
Too Much of Everything by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Despite great emphasis on…
July 22, 2015
Guy Haselmann: Pyrrhic Victory?
Pyrrhic Victory? by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · The weekend negotiations process in Brussels…
July 13, 2015
Guy Haselmann: Losing Control
Losing Control by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Markets are beginning to signal that…
July 10, 2015