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Interest Rates
679 posts
What's Behind the Drop in Treasury Market Liquidity?
by Matthew Scott, Trader; Head—Global Rates, Securitized Assets, Multi-Asset and Currency Trading & AJ Rivers, CFA, FRM, CAIA,…
Shooting Down the Hawks
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman As the U.S. Federal Reserve’s messaging gets blurrier, markets…
Today's bumpy markets have created some "road hazards" for advisors. Here’s how to navigate through them.
by Katherine Fleischmann, Adam Burleson, Russell Investments Advisors have long been described as financial guides, helping clients and…
Midterm Outcome and FTX’s Demise: An Unexpected Turn of Events
by Frank Holmes, CEO, CIO, U.S. Global Investors What a week it’s been. First, the midterm elections failed…
It’s time for central bankers to provide forward guidance
by Robert Waldner, Chief Strategist and Head of Macro Research, Invesco Fixed Income, Invesco Key takeaways Looking for…
Central Banks Stepping Down
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Central banks seem to be stepping down…
Left Hand Not Talking to Right Hand: Quantitative Tightening & Federal Government Spending
by Stephen Vanelli, CFA, Knowledge Leaders Capital The Federal Reserve has been raising rates at an extremely aggressive…
Officially the Fed Eased the Monetary Stance, but the Chairman Pulled the Plug
by Hubert Marleau, Market Economist, Palos Management November 5, 2022 Two weeks ago, Nick Timiraos, known on Wall…
Rates and Stocks: How Low Can Valuations Go?
by AllianceBernstein Multi-Asset Research Equity valuations have fallen substantially as central banks hike interest rates to combat…
On my mind: A different kind of pivot
by Sonal Desai, Ph.D., Head of Fixed Income, Franklin Templeton Investments Markets hoped for a dovish Federal Reserve…
Deforestation of Magic Money Trees
by Niels Clemens Jensen, CIO, Absolute Return Partners My only question is, who is our bigger enemy, Jay…
Hugh Hendry on Fed, ECB, Treasuries, Monetary Policy (Full Interview)
Hugh Hendry, founder and former CIO of Eclectica Asset Management, says the Federal Reserve is in "a fog"…
50 Basis Deposit/ No Return
by William H. Gross here are lots of “total return” bond funds these days, almost a half century…
Inflation Is Up, so Why Are TIPS Returns Down?
by Collin Martin, Fixed Income, Charles Schwab and Company Ltd. Treasury Inflation-Protected Securities can be a buffer against…
Notes on Inflation
by John Mauldin, Mauldin Economics No Escape Shrinkflation Rates Still Negative LNG Boom Manufacturing Moves No Soft Landing…
