Section
Monetary Policy
1067 posts
European Head Fake?
European Head Fake? by Burt White, Chief Investment Officer, LPL Financial The European Central Bank (ECB) is likely…
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...
Guy Haselmann: ECB QE – Design Matters More Than Size
ECB QE – Design Matters More Than Size by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM THIS…
Guy Haselmann: Too Clever By Half
Too Clever By Half by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Yesterday I received an…
Guy Haselmann: Odds and Ends
Odds and Ends by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Fed • The Fed path to…
Why European Sovereign Bond Yields Have Plunged
by Sober Look Once again, a great deal of confusion surrounds the European Central Bank's current policy objectives…
Guy Haselmann: "The Long End of the Treasury Market Will Stay Well Bid ..."
Moving the Goal Posts by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • If the Fed were…
What Stimulus Overseas Could Mean for U.S. Investors
Could the end of easy money in the United States be the beginning of even more stimulus everywhere…
Distinguishing the Fed's Securities Purchases from Monetary Expansion
by Sober Look There has been a bit of confusion about what today's FOMC announcement means with respect…
The World According To ZIRP
by Erik Swarts, Market Anthropology Over the rails we fell. As if the labyrinth and tentacles of the…
Guy Haselmann: Sooner but Slower
Sooner but Slower by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • If I had to simplistically…
The Draghi Grand Plan 2.0
by Cam Hui, Humble Student of the Markets The parents fight and the kids hear everything. The younger,…
Guy Haselmann: The Grand Illusion
The Grand Illusion by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Ever since Bullard's agoraphobic* performance…
Guy Haselmann: The Grand Illusion
The Grand Illusion by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Ever since Bullard's agoraphobic* performance…
Cliff Asness Warns On QE-Blowback "Nothing Is Over Yet", Slams "Mostly Dishonest" Krugman
by Cliff Asness Op-Ed, originally posted at RealClearMarkets, Quantitative easing (QE) and other inventive forms of loose monetary…
Super-Mario: Dr. Oz of Central Banking
Super-Mario: Dr. Oz of Central Banking by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · In July…
