Section
Monetary Policy
1055 posts
The Fed Steps Down to Test the Lags
by Hubert Marleau, Market Economist, Palos Management November 26, 2022 As you know, I’ve been of the view…
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...
Shooting Down the Hawks
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman As the U.S. Federal Reserve’s messaging gets blurrier, markets…
Midterm Outcome and FTX’s Demise: An Unexpected Turn of Events
by Frank Holmes, CEO, CIO, U.S. Global Investors What a week it’s been. First, the midterm elections failed…
It’s time for central bankers to provide forward guidance
by Robert Waldner, Chief Strategist and Head of Macro Research, Invesco Fixed Income, Invesco Key takeaways Looking for…
Central Banks Stepping Down
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Central banks seem to be stepping down…
Officially the Fed Eased the Monetary Stance, but the Chairman Pulled the Plug
by Hubert Marleau, Market Economist, Palos Management November 5, 2022 Two weeks ago, Nick Timiraos, known on Wall…
Rates and Stocks: How Low Can Valuations Go?
by AllianceBernstein Multi-Asset Research Equity valuations have fallen substantially as central banks hike interest rates to combat…
On my mind: A different kind of pivot
by Sonal Desai, Ph.D., Head of Fixed Income, Franklin Templeton Investments Markets hoped for a dovish Federal Reserve…
Expect the Fed to slow rate hikes ahead, says DoubleLine CEO Jeffrey Gundlach
by CNBC Copyright © CNBC
Fed Hikes Aggressively, Signals More Hikes to Come
by Collin Martin, Fixed Income, Charles Schwab & Company Ltd. Stocks slid and Treasury yields rose as comments…
Deforestation of Magic Money Trees
by Niels Clemens Jensen, CIO, Absolute Return Partners My only question is, who is our bigger enemy, Jay…
Hugh Hendry on Fed, ECB, Treasuries, Monetary Policy (Full Interview)
Hugh Hendry, founder and former CIO of Eclectica Asset Management, says the Federal Reserve is in "a fog"…
Pension Sandpile
by John Mauldin, Mauldin Economics, Thoughts from The Frontline The Cascade Begins High Correlation Inflation Creates Massive Pension…
Europe: Bracing For A Cold Winter
by Vaibhav Tandon, Senior Economist, Northern Trust Policy responses to shortages are not always effective. Rationing is the…
Student loan forgiveness plan and Inflation Reduction Act: Are these new policies inflationary or deflationary?
by Gene Podkaminer, CFA, Head of Research Franklin Templeton Investment Solutions & Spencer Walling, CFA, Research Associate, Franklin…
