Section
Monetary Policy
1063 posts
EC Pushes Back on (8) Draft Budgets
EC Pushes Back on (8) Draft Budgets by Marc Chandler Long before the UK referendum, many argued that…
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...
Emerging Markets: What has Changed
Emerging Markets: What has Changed by Marc Chandler (from my colleague Dr. Win Thin) Chinese President Xi has…
Dollar Sidelined, Krona Stabilizes, Rates Firm
Dollar Sidelined, Krona Stabilizes, Rates Firm by Marc Chandler The main development here in the last full week…
Great Graphic: CRB Index Revisited
Great Graphic: CRB Index Revisited by Marc Chandler Bond yields are rising. The break-even rates, which compare conventional…
Rising Yields Continue to be the Main Driver
Rising Yields Continue to be the Main Driver by Marc Chandler The euro remains pinned near the seven-month…
Riksbank and Norges Bank Policy Meetings
Riksbank and Norges Bank Policy Meetings by Marc Chandler Between tomorrow and the end of next week, six…
Euro and Yen Extend Recovery
Euro and Yen Extend Recovery by Marc Chandler The US dollar's upside momentum reversed in North America yesterday…
Yuan Not
Yuan Not by Marc Chandler There were two dogs that did not bark this year. The Japanese yen,…
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…
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…
What if the Fed hikes and nobody notices?
by Dr. Brian Jacobsen, CFA, CFP®, Wells Fargo Asset Management The economic data rolling in shows summer weakness…
Japan Wheels Out Its Helicopters
The BoJ sends an invitation to government, a challenge to markets. by Brad Tank, Neuberger Berman The engines…
The QE Premium
by Michael Lebowitz, CFA, 720 Global Research, via Clarity Financial It has been eight years since the great…
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…
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…
