Section
Interest Rates
1007 posts
Fidelity's Ilan Kolet: 2024 Macro and Investment Outlook
Listen on The Move Join us for this enlightening conversation with Ilan Kolet, Institutional Portfolio Manager, Global Asset…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Top 5 Global Risks of 2024
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Merry Pivot! Three takeaways from the Federal Reserve meeting
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways The dot plot The Federal Reserve backtracked somewhat…
Investors Cannot Ignore the Debt-Sustainability Question
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Despite a pullback in bond yields, clients…
Disinflation is the True Narrative
by Hubert Marleau, Market Economist, Palos Management December 15, 2023 According to the November Survey of Consumer Expectations,…
The Markets Are Front Running The First Rate Cut
by Lance Roberts, RIA In October, the markets were down 10% from the July high, bond yields were…
Inflation remains on a downward path
by Larry Adam, CIO, Raymond James Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economic…
Jeremy Siegel: My Preview to This Week’s Fed Meeting
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Navigating To Neutral
by Ryan James Boyle, Senior Economist, Northern Trust The secular forces that held down rates for forty years…
What Should the Fed Do? How About Nothing?
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios For the first time…
The Weight Of High Interest Rates
by Carl Tannenbaum, Chief Economist, Northern Trust The potency of monetary policy will weigh more heavily on activity…
Deep Dive into Global Economic and Market Outlook, and AI's Role with Joaquin Kritz Lara
Listen on The Move Join us in conversation with Joaquin Kritz Lara, Chief Economist at Numera Analytics,…
Big Picture: Are Better Times Ahead for U.S. Treasuries?
by Jean-Sébastien Nadeau, MBA, CFA®, Co-Portfolio Manager, AGF Investments Inc. Most fixed income investors are hoping the current…
What’s behind the volatility in U.S. Treasury yields?
by Paul Eitelman, Russell Investments Executive summary: Cooling inflation rates are sparking a decline in U.S. bond yields…
False start for inflation victory lap?
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Market Ethos November 20, 2023. Grab that bottle of…
