Section
Monetary Policy
1148 posts
Will she or won't she ... raise rates, that is?
Will she or won't she ... raise rates, that is? by Brad MacMillan, CIO, Commonwealth Financial Network The…
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...
Canada joins the currency wars
Canada joins the currency wars by Norman Mogil, via Sober Look Devaluation is now the preferred tool to…
Great expectations
Great expectations by Erik Swarts, Market Anthropology There’s an old saying, "If you have no expectations, you'll never…
Guy Haselmann: The Dovish Hike
The Dovish Hike by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · The FOMC needs to rip…
6 reasons the FOMC is unlikely to move in September
6 reasons the FOMC is unlikely to move in September by Walter Kurtz, Sober Look The majority of…
Guy Haselmann: September Hike?
September Hike by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Hold onto your bootstraps. Markets are…
Guy Haselmann: Act on the Warnings
This is an addendum to yesterday’s note entitled, “Reversing Course” by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank…
Uncharted Territory in the Fed Funds Rate Cycle
It’s 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 … Continue reading →
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 · The weekend negotiations process in Brussels…
Guy Haselmann: Losing Control
Losing Control by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Markets are beginning to signal that…
Classic Drivers of Bond Yields Push Higher
KEY TAKEAWAYS • 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 • Investors have mistakenly been fixated on concerns…
