Browsing Category
Monetary Policy
891 posts
Yuan Not
Yuan Not by Marc Chandler There were two dogs that did not bark this year. The Japanese yen,…
October 26, 2016
BoC holds rate, but downgrades growth outlook
BoC holds rate, but downgrades growth outlook by Invesco Canada The Bank of Canada (BoC) left the overnight…
October 20, 2016
Bank of Canada warns Ottawa's new housing rules will hit economy
Ottawa's latest measures to cool the real estate market will impact Canada's economic growth outlook as the number…
October 19, 2016
What if the Fed hikes and nobody notices?
by Dr. Brian Jacobsen, CFA, CFPĀ®, Wells Fargo Asset Management The economic data rolling in shows summer weakness…
October 13, 2016
Japan Wheels Out Its Helicopters
The BoJ sends an invitation to government, a challenge to markets. by Brad Tank, Neuberger Berman The engines…
September 30, 2016
The QE Premium
by Michael Lebowitz, CFA, 720 Global Research, via Clarity Financial It has been eight years since the great…
September 28, 2016
What if the Fed Doesn't Go in December?
by Eric Bush, CFA, Gavekal Capital It has been less than a week since the latest FOMC meeting…
September 28, 2016
A Breakdown of the Latest from the Bank of Japan
by LPL Research The Bank of Japan (BOJ) made a major announcement yesterday, though it is hard to…
September 23, 2016
Turning Points: Janet Yellen vs. the World
by Ron Rimkus, CFA, CFA Institute With next weekās Federal Open Market Committee (FOMC) meeting, much attention is…
September 14, 2016
3 Things: The Fed is Likely Trapped
by Lance Roberts, Clarity Financial Wishful Thinking The confusion at the Fed continues asĀ Federal Reserve Bank of San…
September 9, 2016
What Happens After a Rate Hike?
by LPL Research Market expectations for Federal Reserve (Fed) rate hikes continue to be volatile. Expectations for a…
September 9, 2016
Beige Book Considerations
by LPL Research At 2 p.m. ET today, the Federal Reserve (Fed) released the latest edition of its…
September 8, 2016
Clear and Convincing Evidence Absent for Fall Rate Hike
by Kristina Hooper, Allianz Global Investors Recent data, including the August jobs report, suggests the US economy is…
September 7, 2016
What's Next for the Fed?
by David Blitzer, Chariman of the Indexing Committee, S&P Dow Jones Indices Last weekend the Federal Reserve held…
August 31, 2016
Good Cop - Bad Shakespeare
by Erik Swarts, Market Anthropology As if greater transparency could cloud their collective vision any more, a dissonant…
August 31, 2016