Section
Interest Rates
980 posts
The Federal Reserve’s Decision: High for Longer
by Hubert Marleau, Market Economist, Palos Management September 22, 2023 The Federal Open Market Committee held a 2-day,…
Fed's Slow Rate-Cut Plan Faces Historical Hurdles
In a recent Wall Street Journal1 article, James Mackintosh delves into the Federal Reserve's ambitious plans for the…
Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink
By David Stonehouse, MBA, CFA®, SVP & Head of North American and Specialty Investments, AGF Investments Inc. To…
The Fed will cut rates in 2024
by Jared Dillian, MFA, The 10th Man That’s a bold prediction in the title. I believe it will…
Higher Rates & A Shutdown On The Menu
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Inflation Expectations
by William Smead, CIO, Smead Capital Management Dear fellow investors, As the chart below shows, investors are demanding…
EMs begin to cut rates as inflation trends lower
by Kirstie Spence & Harry Phinney, Fixed Income Portfolio Managers, Capital Group Brazil’s central bank kicked off a…
MFS' Rob Almeida and Erik Weisman: A Mid-Year Conversation on the Economy
Global Investment Strategist Rob Almeida and Chief Economist Erik Weisman discuss the current state of the economy, including…
What Are Interest Rates? (What are they?)
by Jared Dillian, The 10th Man Interest rates are the penalty you pay for purchasing something today instead…
Is there a rhyme or reason in this market?
by Nick Goetze, Raymond James Nick Goetze discusses fixed income market conditions and offers insight for bond investors.…
3 questions for Canadian bond investors
by Timothy Ng & Thomas Reithinger, Fixed Income Portfolio Managers, Capital Group After one of the worst bond…
Not All Recession Theories Make Sense
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Beyond the Headlines: Accelerated Risk and Opportunities for Investors
by Victoria Higley, Institutional Equity Portfolio Manager, Owen Murfin, Institutional Fixed Income, Portfolio Manager, MFS Investment Management, &…
Yogi Berra said: “It’s tough to make predictions, especially about the future.”
by Hubert Marleau, Market Economist, Palos Management July 21, 2023 At the moment, the U.S. economy is in…
The Art of Being Early in Go-Anywhere Fixed Income Investing
Tristan Sones and Tom Nakamura, Co-Heads of Fixed Income at AGF Investments discuss their outlook on fixed income, and their key strategic and tactical investment ideas for today's uncertain economic climate.
