Section
Monetary Policy
1071 posts
ECB Gets Its Messaging Right
by Darren Williams, Senior Economist, Europe, AllianceBernstein The ECB’s decision in early December to reduce the monthly pace…
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...
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…
ECB Decision Pending
by LPL Research Today, December 8, 2016, the European Central Bank (ECB) will hold its last meeting of…
Greek Bonds may Soon be Included in ECB Purchases
Greek Bonds may Soon be Included in ECB Purchases by Marc Chandler The ECB does not include Greek…
Markets Lack Near-Term Conviction
Markets Lack Near-Term Conviction by Marc Chandler Leaving aside the larger and longer-term views, market participants are split…
Election Post-Mortem—Blame it on Monetary Policy
by Kristina Hooper, Allianz Global Investors Many political pundits are struggling to provide answers for Donald Trump's surprising…
Marc Chandler: Investors Catch Breath, Markets Consolidate
Investors Catch Breath, Markets Consolidate by Marc Chandler After a dramatic run since the US election, the capital…
