Section
Monetary Policy
1055 posts
Market Snapshot: Liz Ann Sonders, March 16, 2023
Liz Ann Sonders: Hi everyone. Welcome to the March Market Snapshot. Perhaps obvious. I want to talk about…
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...
MFS' Benoit Anne: Macro Update (Week of March 13, 2023)
In a recent update, Benoit Anne, Lead Strategist at MFS Investment Management, offered his views on: the volatility…
Fed Repriced Out of Action
by Stephen Vanelli, CFA, Knowledge Leaders Capital We just experienced the fastest bank run in history with the…
Barclays: Zero or 25bp in March; we lean toward zero
by Marc Giannoni, Chief Economist, Barclays Copyright © Barclays
Capital Economics: SVB Collapse a Reminder of Financial Risks
by Paul Ashworth, Chief U.S. Economist, Capital Economics The latest analysis on the SVB collapse. Copyright © Capital…
Capital Economics: From Inflation Crisis to Financial Crisis?
by Neal Shearing, Group Chief Economist, Capital Economics In light of market events around SVB, Nadeem Kassam, Head…
The Yield Curve Screams Recession
by Jared Dillian, The 10th Man Federal Reserve Chairman Jerome Powell said the Fed could hike rates more…
Central Bank Portfolios Are Underwater
by Carl R. Tannenbaum, Chief Economist, Northern Trust If marked to market, assets purchased during quantitative easing are…
How to Prepare for Landing
by Kathy Jones, Global Fixed Income Strategist, Charles Schwab & Company A "soft landing," with declining inflation but…
Disinflation Is Still On
by Hubert Marleau, Market Economist, Palos Management March 3, 2023 Good news has been bad lately for both…
Are You Focusing on the Wrong Central Bank?
by Jeffey Kleintop, Chief Global Strategist, Charles Schwab & Company Ltd. While investor attention is on the Fed,…
Fed's path to cooling inflation continues to loom large
by Larry Adam, Chief Investment Strategist, Raymond James Markets this month were unable to build upon January's momentum…
The Fed and Inflation are Still the Big Story on Wall Street
by Hubert Marleau, Market Economist, Palos Management February 24, 2023 Investors were kept busy all week with a…
Market Ethos: Walking a tightrope
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments February 20, 2023 Sometimes good economic news…
Bond Yields Resume Surge Higher
Financial markets worldwide are in for a wild ride as rates are predicted to soar, and inflationary pressures…
