Section
Interest Rates
980 posts
Keeping an Eye on Liquidity as Risks Converge
by AJ Rivers, CFA and Lucas Krupa, AllianceBernstein The Fed’s close monitoring and well-signaled tapering of QT should…
The waiting game: Markets anxious for clarity from the Fed
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Inflation Both US Consumer Price Index and US…
Inflation Got a Body Check in January
by Hubert Marleau, Market Economist, Palos Management February 17, 2024 The Bureau of Labor Statistics reported a 3.1%…
Will NYCB lead to another regional bank crisis?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank concerns On Jan. 30, concerns about regional…
The Fed’s Rate Message Makes the Sidelines Risky
by Eric Winograd, Senior Vice President and Director of Developed Market Economic Research, AllianceBernstein The Fed poured cold…
Turbulence Ahead?
by Carl Tannenbaum, Vaibhav Tandon, Ryan James Boyle, Northern Trust Heightened volatility will complicate central banks' path toward…
Rational Expectations and Explanations
by Hubert Marleau, Market Economist, Palos Management January 28, 2024 The Fed’s open market committee will meet this…
DoubleLine Round Table Prime 2024: Macro Outlook
During the macroeconomic segment of its 2024 edition, participants in DoubleLine Round Table Prime among other issues debate…
Key factors behind the volatility in fixed income markets
by Paul Eitelman, Russell Investments Executive summary: Government bond yields rose in the UK and Canada amid stronger…
Maybe It Was Transitory After All
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. The illusion of causality is a behavioural bias in…
Carlyle's David Rubenstein on Pickup in M&A Growth and Private Equity in 2024
In this insightful discussion, David Rubenstein, a renowned figure in the financial world, shares his predictions for the…
Q124 Investment Review & Outlook: Can the market have its cake and eat it too?
by David Picton & Team, Picton Mahoney Asset Management Equity markets seemed to be in the throes of…
Are U.S. recession risks decreasing?
by BeiChen Lin, Russell Investments Executive summary: U.S. recession risks look lower, but still elevated compared to normal…
John De Goey: Investing ahead of unknown risks
Listen on The Move John De Goey, Portfolio Manager and Investment Advisor at Designed Wealth Management joins us…
On My Mind: Catch me if you can—Markets outrun the Fed
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income The Federal Reserve has fueled market conviction that…
