Section
Monetary Policy
1067 posts
Guy Haselmann: Act on the Warnings
This is an addendum to yesterdayās note entitled, āReversing Courseā by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank…
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...
Uncharted Territory in the Fed Funds Rate Cycle
Itās now been nine years since the Federal Reserve last raised the fed funds rate. The speculation grows by the week about when the first rate hike since 2006 will occur. Every economic data point that gets released is immediately ā¦ Continue reading ā
The post Uncharted Territory in the Fed Funds Rate Cycle appeared first on A Wealth of Common Sense.Click on the title of this article to go directly to www.awealthofcommonsense.com to see it in it's entirety. Thanks for reading.
Guy Haselmann: Pyrrhic Victory?
Pyrrhic Victory? by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Ā·Ā Ā Ā Ā Ā The weekend negotiations process in Brussels…
Guy Haselmann: Losing Control
Losing Control by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Ā·Ā Ā Ā Ā Ā Markets are beginning to signal that…
Classic Drivers of Bond Yields Push Higher
KEY TAKEAWAYS ā¢ Better economic growth and higher inflation expectations are driving confidence in the trajectory of the…
An Imperfect Signal
by Kara Lilly, Investment Strategist, Mawer Investment Management (The Art of Boring) Bondholders have been on quite the…
Strong Equity Markets Defy Continuing Weakness in Global Economy
June 2, 2015 - Doug Porter, Chief Economist and Managing Director, BMO Financial Group, notes a curious disconnect…
Welcome to the Bizarro World of Interest Rates
by Franck Dixmier, CIO, Fixed Income, Europe, Allianz Global Investors (via Project M Online) When Mario Draghi set…
Guy Haselmann: Over-Cooked
Over-Cooked by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM ā¢ Investors have mistakenly been fixated on concerns…
Europe's Game of Loans
by Erik Swarts, Market Anthropology You might have guessed that after five years and countless volleys of eurozone…
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…
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.…
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…
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…
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…
