Section
Monetary Policy
1148 posts
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…
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...
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…
European Head Fake?
European Head Fake? by Burt White, Chief Investment Officer, LPL Financial The European Central Bank (ECB) is likely…
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…
