Section
Interest Rates
949 posts
What’s driving the recent surge in bond yields?
by Larry Adam, CIO, Raymond James Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Treasury…
A Reality Check on Trump’s Trifecta
by Hubert Marleau, Market Economist, Palos Management November 14, 2024 Based on bold promises that Trump and his…
Politics, central banks, and what matters most to markets
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Stocks and elections - We’ve seen in the…
Brian Wesbury: Hold the Course
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Fed Watch: Speed Limit 25
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways Following November's quarter-point rate cut, the narrative…
Red Waves and Bond Graveyards: The Fed’s Nightmare in Trump’s America
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com
"What are they supposed to do now?" muses Gavekal.1 In a week filled with post-election jitters and bond market bruises,...
Investing Around the Election and the Government Debt Problem
by Rick Rieder, CIO of Global Fixed Income, BlackRock "An investment in knowledge pays the best interest" -…
Navigating the tight policy, loose liquidity paradox
by Dan Suzuki, CFA, Deputy CIO, Richard Bernstein Advisors Tight Fed policy doesn't always equate to tight liquidity…
As interest rates fall, new stock opportunities arise
by Tony DeSpirito, Managing Director, Global Chief Investment Officer, Fundamental Equities The start of a rate-cutting cycle has…
The rise of rentership: What this global real estate shift means for investors
by Daniel Scher, Portfolio Manager, Research Analyst, Franklin Equity Group & Blair Schmicker, CFA, Vice President, Research Analyst,…
The inverted yield curve: Still a reliable signal?
by Tracey Manzi, Senior Investment Strategist, Raymond James Senior Investment Strategist Tracey Manzi notes that while the predictive…
The BoC Accelerates Rate Cuts Amid Economic Concerns
by Staff Writers, AdvisorAnalyst.com In a decisive move, the Bank of Canada (BoC) has accelerated its pace of…
Investing in an era of flouted rules
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, BlackRock Key points An era of flouted rules: The…
Picton Mahoney Q4/24 Investment Review & Outlook: Soft-Landing Odds Improved, But Largely Priced In
by David Picton, President and CEO, & Team, Picton Mahoney Asset Management Will An Asset Bubble and/or Inflation…
Q3 Investor Letter: What If Rates Return to Yield Curve Averages?
by Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree & Jim Bianco, President and Macro Strategist, Bianco Research,…
