Browsing Category
Interest Rates
860 posts
The Bank of Canada Cuts Rates ... Again
The BoC Cuts Interest Ratesā¦Again by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James ā¢ In last…
July 17, 2015
What Do High-Yield Maturities Tell Us About Timing the Credit Cycle?
What Do High-Yield Maturities Tell UsĀ About Timing the Credit Cycle? Another Take on the Wall by Ara…
July 10, 2015
3 Things: Trend, Ceiling & Rates
The Long Term Trend by Lance Roberts, STA Wealth Management Yesterday, I posted an article discussing the lack…
June 26, 2015
Classic Drivers of Bond Yields Push Higher
KEY TAKEAWAYS ā¢ Better economic growth and higher inflation expectations are driving confidence in the trajectory of the…
June 15, 2015
Do Rising Rates Mean Falling Stocks?
by Brad McMillan, CIO, Commonwealth Financial Network Yesterday, I saw an interesting doom-and-gloom piece on rising rates, which…
June 15, 2015
Strong Equity Markets Defy Continuing Weakness in Global Economy
June 2, 2015 - Doug Porter, Chief Economist and Managing Director, BMO Financial Group, notes a curious disconnect…
June 10, 2015
Welcome to the Bizarro World of Interest Rates
by Franck Dixmier, CIO, Fixed Income, Europe, Allianz Global Investors (via Project M Online) When Mario Draghi set…
June 10, 2015
Guy Haselmann: Over-Cooked
Over-Cooked by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM ā¢ Investors have mistakenly been fixated on concerns…
June 9, 2015
Market Thoughts: Will Rising Rates Strengthen the Dollar?
by Corey Hoffstein, Newfound Research Weāve waxed philosophical about currencies in the past, but we received a request…
June 8, 2015
Guy Haselmann: "Unfree"
by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Ā· A market economy is one based on supply…
June 3, 2015
The Buyback Boom is a Function of Fed Policy
Rick Rieder explains why today's buyback boom is an economic distortion created by the Federal Reserve's excessively accommodative…
June 3, 2015
Grading The Fed's QE Program: Week 3
Key Takeaways We give the Fed partial credit on equity and bond market impact. The U.S. equity market…
June 2, 2015
Why Low Interest Rates and Large Cash Balances Skew P/E Ratios
by Aswath Damodaran, Musings on Markets For an asset that should be easy to value and analyze, cash…
June 2, 2015
What's Up With the USD and Rising Long-term Yields?
by SIACharts.com It has only been a month and a half since we last looked at both the…
May 21, 2015
Despite Historic Compression, Stocks are Stuck in a Range
by Dana Lyons, J. Lyons Fund Management, Inc. On April 24, we posted what we thought (and hoped)…
May 8, 2015