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Interest Rates
859 posts
Stocks can rise, even with higher rates
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why a higher rate…
April 23, 2024
Rising Treasury yields, falling oil prices, and hawkish talk from the Fed
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Hawkish talk intensifies - Last week brought hawkish…
April 23, 2024
Aubrey Basdeo: More Coupon, Less Duration
Listen on The Move In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at…
April 23, 2024
Revisiting Energy: How Rate Cuts Could Benefit the Space
by Quincy Krosby, PhD, Chief Global Strategist, Joshua Cline, Associate Analyst, LPL Research As the first quarter earnings…
April 19, 2024
Plot Twist: U.S. Economic Outlook
by Carl Tannebaum, Vaighav Tandon, Ryan Boyle, Northern Trust The Northern Trust Economics team shares its outlook for…
April 17, 2024
A (un)Certain Framework
by Samuel Rines, Macro Strategist, Model Portfolios, WisdsomTree Key Takeaways The FOMC has been using a varied set…
April 17, 2024
Reflation Trade Is The New Bullish Narrative
by Lance Roberts, RIA Economic “reflation” is becoming the next bullish narrative as equity valuation increases continue to…
April 16, 2024
Russell Investments: 2024 Strategic positioning update
by Russell Investments Strategic Asset Allocation Team Executive summary: The current macroeconomic backdrop mandates prudent portfolio management amid…
April 10, 2024
When will central banks cut interest rates?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways When will cuts start? – Perceptions change with…
April 10, 2024
Dividend Depression
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Dividend investing is supposed to be easy. Find quality…
April 8, 2024
Inflation Flirtation or Long Boom? Long Boom:
by Hubert Marleau, Market Economist, Palos Management April 6, 2024 Bond traders have marked down drastically monetary policy…
April 7, 2024
The Fed Audit
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Several years ago some…
April 3, 2024
A Look Back At The Negative Interest Rate Era
by Vaibhav Tandon, Senior Economist, Northern Trust Negative interest rates have more cons than clear pros. Silvio Gesell…
April 2, 2024
Peccatiello: Expectations are Converging, Some Trades May Be "Crowded"
In his latest analysis, Alfonso Peccatiello, the Chief Strategist, at The Macro Compass explores the challenges that investors,…
March 29, 2024
What a Long, Strange Trip it’s Been!
by John Lynch, CIO, & Team, Comerica Wealth Management It was a little over 15 years ago that…
March 26, 2024