Section
Monetary Policy
1076 posts
Canadian Dollar Bulls and Aussie Bears Add Exposure into Year-End
Canadian Dollar Bulls and Aussie Bears Add Exposure into Year-End by Marc Chandler There were five significant position…
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...
Dollar Correction Poised to Continue
by Marc Chandler The technical condition of the US dollar, which has been advancing through most of the…
Dollar, Equities and Yields Fall
Dollar, Equities and Yields Fall by Marc Chandler In thin holiday markets, a correction to the trends seen…
Is The Fed About To Experience A Repeat of 2016?
by Tim Duy, Tim Duy's Fed Watch In the most recent Summary of Economic Projections, Fed officials penciled…
The Fed doesn't control bond yields
by Scott Grannis For years I've been saying that the Fed can't control bond yields, but the myth…
ECB Gets Its Messaging Right
by Darren Williams, Senior Economist, Europe, AllianceBernstein The ECB’s decision in early December to reduce the monthly pace…
Are 3 Rate Hikes Really Possible Next Year?
by Eric Bush, CFA, Gavekal Capital The Fed has communicated that the plan for 2017 includes three rate…
Where Do US Companies Hire Abroad?
Where Do US Companies Hire Abroad? by Marc Chandler The US economy created roughly nine million net new…
Specs Cover Euro Shorts for Second Week and Continue to Amass Short Yen
Specs Cover Euro Shorts for Second Week and Continue to Amass Short Yen by Marc Chandler The most…
Fed Lifts Dollar, but Consolidation may be on Tap
Fed Lifts Dollar, but Consolidation may be on Tap by Marc Chandler The small adjustment to Fed's…
Emerging Markets: What has Changed?
Emerging Markets: What has Changed? by Marc Chandler (from my colleague Dr. Win Thin) China will raise the…
Fed Hikes, Sees Three More in 2017--A Year Ago it Saw Four in 2016
Fed Hikes, Sees Three More in 2017--A Year Ago it Saw Four in 2016 by Marc Chandler As…
Rate Hike Seems Imminent, But Next Year Is Unclear
A 25 basis-point Fed hike is fully priced in, and strong US economic data already bolster the case…
The ECB’s bond-buying extension
On December 8, Todd Mattina, Chief Economist and Strategist on the Mackenzie Asset Allocation Team, appeared on BNN…
ECB Policy: 1% Is the New 2%
by Andrew Bosomworth, PIMCO At its 8 December Governing Council meeting, the European Central Bank (ECB) extended its…