Section
Monetary Policy
1148 posts
Is Banking Going Back Into the Shadows?
Is Banking Going Back Into the Shadows? by Carl Tannenbaum, Asha Bangalore, Ankit Mital, Northern Trust Summary Is…
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...
Are Central Banks at the End of Their Effectiveness?
Are Central Banks at the End of Their Effectiveness? by Carl Tannenbaum, Asha Bangalore, Northern Trust My teenage…
The Plaza Accord Cannot Be Reincarnated
The Plaza Accord Cannot Be Reincarnated by Carl Tannenbaum and Asha Bangalore, Northern Trust The Plaza Hotel in…
Guy Haselmann: Diagnoses Matter
Diagnoses Matter by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · It is generally believed that the…
Janet Yellen (Might Have) Nailed It*
Janet Yellen (Might Have) Nailed It* by Cullen Roche, Pragmatic Capitalism Coming into 2016 it looked like there…
Unconventional Monetary Policy on Stilts
Unconventional Monetary Policy on Stilts by Nouriel Roubini, via Project Syndicate NEW YORK – With most advanced economies…
The Bond Market Is GDP Bearish
The Bond Market Is GDP Bearish by The Bonddad Blog In today's linkfest, I linked to a post…
Fed Watch: Fed Has Little Reason to Hike Rates
Fed Watch: Fed Has Little Reason to Hike Rates by Mark Thoma, Economist's View Tim Duy: Fed Has…
This is what "printing money" looks like
This is what "printing money" looks like by Scott Grannis Since late 2008, when it launched the first…
The Stock Market as Monetary Policy Junkie: Quantifying the Fed’s Impact on the S&P 500
The Stock Market as Monetary Policy Junkie: Quantifying the Fed’s Impact on the S&P 500 by James Montier…
The Fed Calls its Bluff & Blesses Gold
The Fed Calls its Bluff & Blesses Gold by Erik Swarts, Market Anthropology In the Fed’s March policy…
Guy Haselmann: Did Something Spook the Fed?
BURP by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Yesterday’s FOMC meeting and press conference generated…
Guy Haselmann: Toppling Scales and Balance
Toppling Scales of Balance by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Everything happening today is…
Too Soon for March Madness?
Too Soon for March Madness? by John Canally, Chief Economic Strategist for LPL Financial KEY TAKEAWAYS While the…
Guy Haselmann: Cirrhosis and Walls
Cirrhosis and Walls by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · A few weeks ago, a…
