Section
Monetary Policy
1148 posts
Guy Haselmann: Sooner but Slower
Sooner but Slower by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • If I had to simplistically…
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...
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…
Convincingly Irrational
To make sense of the markets, it may be ever more important to dissect what we may call…
Could Bad News Mean Good News for European Equities?
by Michele Patri, AllianceBernstein Much of the recent economic data from the euro zone has been decidedly downbeat,…
Fed Rate Policy: Crafting a Game Plan
by Vadim Zlotnikov, AllianceBernstein Capital markets could get a jolt if the US Federal Reserve raises interest rates…
Not All That it Seems
by Lance Roberts of STA Wealth Management, Once again the world awaits the Janet Yellen’s post-FOMC meeting press…
Draghi Sharpens “Three Arrows” for Europe
by Darren Williams, AllianceBernstein When the European Central Bank’s Governing Council convenes tomorrow in Frankfurt, there will be…
Undermining the Integrity of Financial Markets
Undermining the Integrity of Financial Markets by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Introduction Financial markets…
How to Position Your Portfolio as Rates Start to Rise
With the Fed likely to begin raising rates in the first half of 2015, you may be wondering…
If QE Is Ending Because It Was So Successful, Then Here Are A Few Simple Questions
by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Several very simple questions from Guy Haselmann of Scotiabank:…
Wall Street's Take On Jackson Hole: "Yellen Was Not Dovish Enough"
Confused by what Janet Yellen said? As it turns out, so is everyone else, where the prevailing sentiment…
