Section
Interest Rates
1013 posts
Stocks Do Best When TIPs Yields are the Lowest
10-Year TIPs Yield and Stock Returns I’ve been crunching the numbers on stock returns and the 10-year TIPs…
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...
8 Capital Markets 'Threats' To The Central Bank Narrative
8 Capital Markets Threats to the Central Bank Narrative Via ConvergEx's Nick Colas, The jawbone is one of…
Too Much of Everything
Too Much of Everything by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Despite great emphasis on…
The Bank of Canada Cuts Rates ... Again
The BoC Cuts Interest Rates…Again by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James • In last…
What Do High-Yield Maturities Tell Us About Timing the Credit Cycle?
What Do High-Yield Maturities Tell Us About Timing the Credit Cycle? Another Take on the Wall by Ara…
3 Things: Trend, Ceiling & Rates
The Long Term Trend by Lance Roberts, STA Wealth Management Yesterday, I posted an article discussing the lack…
Classic Drivers of Bond Yields Push Higher
KEY TAKEAWAYS • Better economic growth and higher inflation expectations are driving confidence in the trajectory of the…
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…
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…
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…
Guy Haselmann: Over-Cooked
Over-Cooked by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Investors have mistakenly been fixated on concerns…
Market Thoughts: Will Rising Rates Strengthen the Dollar?
by Corey Hoffstein, Newfound Research We’ve waxed philosophical about currencies in the past, but we received a request…
Guy Haselmann: "Unfree"
by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · A market economy is one based on supply…
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…
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…
