Section
Interest Rates
978 posts
Rising Treasury yields, falling oil prices, and hawkish talk from the Fed
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Hawkish talk intensifies - Last week brought hawkish…
Aubrey Basdeo: More Coupon, Less Duration
Listen on The Move In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at…
Revisiting Energy: How Rate Cuts Could Benefit the Space
by Quincy Krosby, PhD, Chief Global Strategist, Joshua Cline, Associate Analyst, LPL Research As the first quarter earnings…
Plot Twist: U.S. Economic Outlook
by Carl Tannebaum, Vaighav Tandon, Ryan Boyle, Northern Trust The Northern Trust Economics team shares its outlook for…
A (un)Certain Framework
by Samuel Rines, Macro Strategist, Model Portfolios, WisdsomTree Key Takeaways The FOMC has been using a varied set…
Reflation Trade Is The New Bullish Narrative
by Lance Roberts, RIA Economic âreflationâ is becoming the next bullish narrative as equity valuation increases continue to…
Russell Investments: 2024 Strategic positioning update
by Russell Investments Strategic Asset Allocation Team Executive summary: The current macroeconomic backdrop mandates prudent portfolio management amid…
When will central banks cut interest rates?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways When will cuts start? â Perceptions change with…
Dividend Depression
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Dividend investing is supposed to be easy. Find quality…
Inflation Flirtation or Long Boom? Long Boom:
by Hubert Marleau, Market Economist, Palos Management April 6, 2024 Bond traders have marked down drastically monetary policy…
The Fed Audit
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Several years ago some…
A Look Back At The Negative Interest Rate Era
by Vaibhav Tandon, Senior Economist, Northern Trust Negative interest rates have more cons than clear pros. Silvio Gesell…
Peccatiello: Expectations are Converging, Some Trades May Be "Crowded"
In his latest analysis, Alfonso Peccatiello, the Chief Strategist, at The Macro Compass explores the challenges that investors,…
What a Long, Strange Trip itâs Been!
by John Lynch, CIO, & Team, Comerica Wealth Management It was a little over 15 years ago that…
Dawn of a New Regime: Implications for Fixed Income
by Scott DiMaggio, CFA HeadâFixed Income Michael Rosborough, Portfolio ManagerâGlobal Multi-Sector Fahd Malik, Portfolio ManagerâIncome Strategies, AllianceBernstein What…
