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Interest Rates
732 posts
“Not QE” Puts Fed Between A “Rock And A Hard Place”
by Lance Roberts, RIA “QE” or “Quantitative Easing” has been the bull’s “siren song” of the last decade,…
Quick Thoughts: Banking, inflation, and the Fed: Where do we go from here?
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Banking turmoil…
MFS' Nicholas Paul: The Case for Global Small- and Mid-Cap Stocks
Nicolas J. Paul, CFA, Equity Portfolio Manager & Institutional Portfolio Manager at MFS Investment, highlights the compelling case…
Thousand-Word Equivalents
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Job Openings Working Past 65 COVID Retirement Boom Investing…
Doubleline's Jeffrey Sherman: "I think they should pause"
According to Jeffrey Sherman, Deputy CIO at DoubleLine Capital, the Federal Reserve should pause its cycle of rate…
Market Snapshot: Liz Ann Sonders, March 16, 2023
Liz Ann Sonders: Hi everyone. Welcome to the March Market Snapshot. Perhaps obvious. I want to talk about…
MFS' Benoit Anne: Macro Update (Week of March 13, 2023)
In a recent update, Benoit Anne, Lead Strategist at MFS Investment Management, offered his views on: the volatility…
Fed Repriced Out of Action
by Stephen Vanelli, CFA, Knowledge Leaders Capital We just experienced the fastest bank run in history with the…
Barclays: Zero or 25bp in March; we lean toward zero
by Marc Giannoni, Chief Economist, Barclays Copyright © Barclays
Ignore the Crazy
by Brian S. Wesbury – Chief Economistm & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Is a Banking Crisis Looming?
It was quite a weekend... Silicon Valley Bank’s collapse on Friday was a result of bad market risk…
Capital Economics: SVB Collapse a Reminder of Financial Risks
by Paul Ashworth, Chief U.S. Economist, Capital Economics The latest analysis on the SVB collapse. Copyright © Capital…
Capital Economics: From Inflation Crisis to Financial Crisis?
by Neal Shearing, Group Chief Economist, Capital Economics In light of market events around SVB, Nadeem Kassam, Head…
The Yield Curve Screams Recession
by Jared Dillian, The 10th Man Federal Reserve Chairman Jerome Powell said the Fed could hike rates more…
Central Bank Portfolios Are Underwater
by Carl R. Tannenbaum, Chief Economist, Northern Trust If marked to market, assets purchased during quantitative easing are…
