Section
Interest Rates
1013 posts
U.S. Inflation: The Expectations Game
U.S. Inflation: The Expectations Game by Michele Mazzoleni, Research Affiliates Key Points 1. We believe the Federal Reserve…
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...
The Stock Market as Monetary Policy Junkie: Quantifying the Fed’s Impact on the S&P 500
The Stock Market as Monetary Policy Junkie: Quantifying the Fed’s Impact on the S&P 500 by James Montier…
Tips Tailwind
TIPS TAILWIND KEY TAKEAWAYS · TIPS have been a leader among high-quality bonds in recent weeks. · Inflation…
Guy Haselmann: Did Something Spook the Fed?
BURP by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Yesterday’s FOMC meeting and press conference generated…
The Two-Year Yield Soars Back
The Two-Year Yield Soars Back by Eddy Elfenbein, Crossing Wall Street Perhaps the big story of the investing…
Hot prices, cold earnings
Hot prices, cold earnings by Macro Man "We may well at present be seeing the first stirrings of…
Why I'm no longer an economic bull
Why I'm no longer an economic bull by Conor Sen It’s finally happened. I’m starting to look for…
Spread Product is "Holding its Own"
Spread Product is "Holding its Own" by Doug Drabik, Fixed Income, Raymond James The bond market is digesting…
Will Dividend Yields Exceed 10-year Yields for the Future?
Will Dividend Yields Exceed 10-year Yields for the Future? Erik Swarts, Market Anthropology Closing at fresh one-month highs,…
Guy Haselmann: Toppling Scales and Balance
Toppling Scales of Balance by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Everything happening today is…
Too Soon for March Madness?
Too Soon for March Madness? by John Canally, Chief Economic Strategist for LPL Financial KEY TAKEAWAYS While the…
Guy Haselmann: Cirrhosis and Walls
Cirrhosis and Walls by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · A few weeks ago, a…
One and Done?
One and done? by Benjamin Streed, CFA, Raymond James February 29, 2016 Leading up to “liftoff” in December…
Low Real Interest Rates are Good For Gold
by Erik Swarts, Market Anthropology As the yellow metal surged more than 5 percent last week, gold fever…
A Walk Down Risk Road with Jim Hall
A Walk Down Risk Road with Jim Hall by Cameron Webster, Institutional Portfolio Manager, Mawer Investment Management Deflation…
