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Monetary Policy
904 posts
Aubrey Basdeo: More Coupon, Less Duration
Listen on The Move In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at…
April 23, 2024
Navigating Disinflation: Market Implications
by Hubert Marleau, Market Economist, Palos Management April 20, 2024 As a rule, the Fed and the economy…
April 21, 2024
Gold, Inflation and the Fed
by John Lynch, CIO, & Team, Comerica Wealth Management Despite the year-to-date strength in equity prices, other market…
April 19, 2024
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…
April 19, 2024
Plot Twist: U.S. Economic Outlook
by Carl Tannebaum, Vaighav Tandon, Ryan Boyle, Northern Trust The Northern Trust Economics team shares its outlook for…
April 17, 2024
A (un)Certain Framework
by Samuel Rines, Macro Strategist, Model Portfolios, WisdsomTree Key Takeaways The FOMC has been using a varied set…
April 17, 2024
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…
April 16, 2024
Siegel: Defying the Pessimistic Inflation Narratives
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
April 15, 2024
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…
April 10, 2024
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…
April 7, 2024
The Fed Audit
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Several years ago some…
April 3, 2024
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…
April 2, 2024
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,…
March 29, 2024
What a Long, Strange Trip itâs Been!
by John Lynch, CIO, & Team, Comerica Wealth Management It was a little over 15 years ago that…
March 26, 2024
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…
March 25, 2024