Section
Interest Rates
1014 posts
Guy Haselmann: "Promises, Over-Reach, and Mistaken Remedies"
Promises, Over-Reach, and Mistaken Remedies by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Fed: Factors continue…
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...
Guy Haselmann: "The Long End of the Treasury Market Will Stay Well Bid ..."
Moving the Goal Posts by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • If the Fed were…
Distinguishing the Fed's Securities Purchases from Monetary Expansion
by Sober Look There has been a bit of confusion about what today's FOMC announcement means with respect…
Should Investors be Worried about Inflation?
Both inflation and expected inflation have both trended down recently. These movements may provide a signal for when…
Rising Rates: The Great Pumpkin
by Douglas J. Peebles, AllianceBernstein In late 2013, the 10-year US Treasury yield hit 3%, spooking investors who…
The World According To ZIRP
by Erik Swarts, Market Anthropology Over the rails we fell. As if the labyrinth and tentacles of the…
What's an Investor to do About Bonds?
by Ben Carlson, A Wealth of Common Sense Most investors spend their time worrying about the stock…
One Reason Rates are Likely to Remain Low for Long
While Rick Rieder believes that the Federal Reserve (Fed) is likely to begin raising rates sooner than the…
Life Insurers Love Higher Rates
by John Murphy, Stockcharts.com Blog Financial stocks are starting to show upside leadership at the same time that…
Not All That it Seems
by Lance Roberts of STA Wealth Management, Once again the world awaits the Janet Yellen’s post-FOMC meeting press…
Has the Market Overpriced Stocks and Long Bonds?
by Econbrowser As the U.S. economy returns to healthier growth, many of us expected long-term interest rates to…
Undermining the Integrity of Financial Markets
Undermining the Integrity of Financial Markets by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Introduction Financial markets…
How to Position Your Portfolio as Rates Start to Rise
With the Fed likely to begin raising rates in the first half of 2015, you may be wondering…
Looking Beyond Interest Rate Risk in Bonds
by Ben Carlson, A Wealth of Common Sense Interest rate risk has been THE big worry for bond investors…
Expect Higher Treasury Yields in Second Half
by Sober Look While many investors refuse to accept this fact, we are clearly marching toward higher treasury…