Browsing Category
Monetary Policy
907 posts
The Buyback Boom is a Function of Fed Policy
Rick Rieder explains why today's buyback boom is an economic distortion created by the Federal Reserve's excessively accommodative…
June 3, 2015
Guy Haselmann: Down Side Up
āIt isnāt that they canāt see the solution.Ā It is that they canāt see the problem.ā ā G.K.…
May 8, 2015
Afraid of Rising Rates? Donāt Be.
by Ashish Shah and Ivan Rudolph-Shabinsky, AllianceBernstein Sometime this year, the Federal Reserve will probably raise interest rates…
April 22, 2015
Guy Haselmann: Massaging for a June Hike
Massaging for a June Hike by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Ā·Ā Ā Ā Ā Ā A key factor…
April 10, 2015
A Simplified Argument for a June Hike
by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM There is something special and meaningful about receiving a…
April 6, 2015
Fed tightening + HY distress = 2015 bear market?
by Cam Hui, Humble Student of the Markets Despite my bullish stock market outlook (see my last post…
March 29, 2015
The World is Topsy Turvy, Thanks to Heavy Distortions
by Kara Lilly, Investment Strategist, Mawer Investment Management For a country whose population is smaller than that of…
March 26, 2015
Forecast For Clear Skies: LEI Shows Low Odds of Recession
Forecast For Clear Skies: LEI Shows Low Odds of Recession Key Takeaways ā¢ The outcome of last weekās…
March 25, 2015
Anthony Valeri: Patiently Waiting
Patiently Waiting The Fed faces a number of obstacles now and may require greater justification to suggest raising…
March 18, 2015
Why Undoing QE is So Difficult
Giving is Easy, Taking is Hard by Nihon Cassandra Despite the occasional satirical joke, I've never had a…
March 16, 2015
Guy Haselmann: How The Word 'Patient' is Absurd
Un-Patienting by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Ā·Ā Ā Ā Ā Ā The lunacy of markets was proven again…
March 13, 2015
Guy Haselmann: How Far Behind the Curve is the Fed, Anyway?
by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM I responded to an email question this morning with…
March 6, 2015
Guy Haselmann: "Violets Aren't Blue"
Violets arenāt Blue by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Ā·Ā Ā Ā Ā Ā Long dated Treasuries will rally…
February 26, 2015
Will Interest Rates Defy Expectations Again?
U.S. interest rates so far this year have not risen above their low levels. While long-term yields are…
February 24, 2015