Section
Monetary Policy
1010 posts
EM Countries Best Poised to Weather the End of Easy Money
What will happen to emerging market assets when the Fed inevitably begins to wind down its asset purchase…
Is The Market Simply Enjoying A Refreshing Pause?
by David Templeton, Horan Capital Advisors Much seems to be made of the S&P 500 Index's five day…
Guest Post: 10 Reasons The Market Will (Or Won't) Crash
by Lance Roberts of Street Talk Live blog, Douglas McIntyre, of 24/7 Wall Street, recently wrote an article…
The Impact of Tapering on Risky Assets
The U.S. Federal Reserve surprised the markets by announcing its decision to postpone reducing the purchase of Treasury…
Bill Smead: Bernanke’s Temporary Reprieve
by William Smead, Smead Capital Management There is no nice way to state this opinion: the end of…
James Paulsen: Investment Outlook (September 24, 2013)
5 Job Market Myths by James Paulsen, Wells Capital Management Conditions in the job market have always dominated…
Fifty Shades of Gold
Fifty Shades of Gold By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors Goldman Sachs created…
Guest Post: The Magnificent Fed
Originally posted at Monty Pelerin's World blog, The Fed’s decision not to taper surprised the financial world. Markets…
The Fed's About Face
The Federal Reserve’s decision not to taper quantitative easing telegraphed a mixed signal to markets about policy guidance…
James Paulsen: Investment Outlook (September 13, 2013)
Where’s the Juice ... for Economic Growth? by James Paulsen, Wells Capital Management Most conventional U.S. policies have…
The Economy and Bond Market Radar (September 16, 2013)
The Economy and Bond Market Radar (September 16, 2013) Treasury yields fell modestly for the week with the…
When Rates Rise – What Happens if Rates Rise Another 100 BPS?
by Tom Brakke, Research Puzzle Continuing the celebration of the return of a tablet, here’s another edition with…
Get Ready for “Taper Lite”: 3 Signs the Labor Market Isn’t Picking Up
by Russ Koesterich, Portfolio Manager, Blackrock Friday’s nonfarm payroll report was probably the most anticipated economic report in…
Guest Post: Why Europe (Not The Fed) Is Crushing Emerging Market Economies
Authored by Daniel Gros, originally posted at Project Syndicate, Emerging markets’ currencies are crashing, and their central banks…
The Economy and Bond Market Radar (September 9, 2013)
The Economy and Bond Market Radar (September 9, 2013) Treasury yields moved higher this week with the 10-year…
