Section
Monetary Policy
1067 posts
Fed tightening + HY distress = 2015 bear market?
by Cam Hui, Humble Student of the Markets Despite my bullish stock market outlook (see my last post…
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...
The World is Topsy Turvy, Thanks to Heavy Distortions
by Kara Lilly, Investment Strategist, Mawer Investment Management For a country whose population is smaller than that of…
Forecast For Clear Skies: LEI Shows Low Odds of Recession
Forecast For Clear Skies: LEI Shows Low Odds of Recession Key Takeaways • The outcome of last week’s…
Fed-Up
Fed-Up by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Yellen would never admit it, but the…
Anthony Valeri: Patiently Waiting
Patiently Waiting The Fed faces a number of obstacles now and may require greater justification to suggest raising…
Why Undoing QE is So Difficult
Giving is Easy, Taking is Hard by Nihon Cassandra Despite the occasional satirical joke, I've never had a…
Guy Haselmann: How The Word 'Patient' is Absurd
Un-Patienting by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · The lunacy of markets was proven again…
Guy Haselmann: How Far Behind the Curve is the Fed, Anyway?
by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM I responded to an email question this morning with…
Guy Haselmann: "Violets Aren't Blue"
Violets aren’t Blue by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Long dated Treasuries will rally…
Will Interest Rates Defy Expectations Again?
U.S. interest rates so far this year have not risen above their low levels. While long-term yields are…
Guy Haselmann: "Perfectly Imperfect"
[php snippet=6] Perfectly Imperfect by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Following the ECB meeting…
Why European Euphoria Isn’t Likely to Last
The ECB took definitive action against deflation fears with a broad asset purchase program that impressed the markets.…
Jeffrey Saut: Random Thoughts on a Cruise to Nowhere
Random Thoughts on a Cruise to Nowhere by Jeffrey Saut, Chief Investment Strategist, Raymond James We have lost…
Initial Thoughts on European QE
by Cullen Roche, Founder, Orcam Financial Group Quantitative Easing has officially come to Europe. Here is the basic…
Bank of Canada Shocks Market with Rate Cut
Bank of Canada Shocks Market with Rate Cut Globe and Mail - January 21, 2015 - The Bank…
