Section
Monetary Policy
1148 posts
Riksbank and Norges Bank Policy Meetings
Riksbank and Norges Bank Policy Meetings by Marc Chandler Between tomorrow and the end of next week, six…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
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…
Turning Points: Janet Yellen vs. the World
by Ron Rimkus, CFA, CFA Institute With next week’s Federal Open Market Committee (FOMC) meeting, much attention is…
3 Things: The Fed is Likely Trapped
by Lance Roberts, Clarity Financial Wishful Thinking The confusion at the Fed continues as Federal Reserve Bank of San…
What Happens After a Rate Hike?
by LPL Research Market expectations for Federal Reserve (Fed) rate hikes continue to be volatile. Expectations for a…
Beige Book Considerations
by LPL Research At 2 p.m. ET today, the Federal Reserve (Fed) released the latest edition of its…
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…
