Section
Monetary Policy
1055 posts
COT Extreme Positioning Suggests The Bears May Be Wrong
by Lance Roberts, RIA The COT (Commitment Of Traders) data, which is exceptionally important, is the sole source of the actual…
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...
On My Mind: The Fed fights inflation, the markets fight the Fed
by Sonal Desai, Ph.D.., Chief Investment Officer, Franklin Templeton Fixed Income Markets want to believe policy interest rates…
Marko Kolanovic: Divergence between the Fed, bonds and stocks
by Marko Kolanovic, Chief Global Markets Strategist, J.P. Morgan Copyright © J.P. Morgan
Why the next economic recovery may be stronger than expected
by Jared Franz, Economist, Capital Group Three questions have weighed on investors’ minds for months: Will there be…
The Fed Is Done With Tightening
by Hubert Marleau, Market Economist, Palos Management Federal Reserve officials raised interest rates by a quarter-point last Wednesday…
Preparing for the New Paradigm Facing Investors
Kim Hyland, Head of Global Institutional Relationship Management at MFS, joins MFS' Global Investment Strategist Rob Almeida in…
Pause? Fed Hikes, But Leaves Door Ajar for More (Liz Ann Sonders)
by Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Company Ltd. With unanimity, the Federal Open Market…
The Convexity Maven: "Transitory Dreams"
by Harley Bassman, The Convezity Maven Copyright © Harley Bassman
Fed Increases Rates, Signals Potential Pause in June
In a move that was widely anticipated by analysts and investors, the Federal Reserve has raised the fed…
Rabobank's Every: Republic First, J.P. More-Gain
by Michael Every, Chief Investment Strategist, Rabobank Copyright © Rabobank
DoubleLine's Jeffrey Sherman: Tight Credit, Sticky Inflation, Bad Breadth... What Else?
Listen on The Move In this episode we get into an insight-filled conversation about the current state…
MFS' Robert Almeida: Bad policy and unintended consequences
by Robert M. Almeida, Global Investment Strategist, Portfolio Manager, MFS Investment Management MFS Investment Management is the sub-advisor…
Inflation Will Bounce
by Jared Dillian, The 10th Man Yesterday’s CPI report showed that inflation continues to slow to 5% on…
Inflation: It Ain't Over Till It's Over
by Eugenio J. Alemán, Chief Economist, Raymond James Markets have been very positive this week on better-than-expected inflation…
Will the Bank of Japan Yield on Yield Curve Control?
by Tom Nakamura, CFA®, VP & Portfolio Manager, Currency Strategy and Co-Head of Fixed Income, & Stephen Way,…
