Section
Monetary Policy
1116 posts
For Abenomics, the Hard Part Is Still to Come
by Guy Bruten, AllianceBernstein Prime Minister Shinzo Abe’s “Abenomics” program, designed to revive Japan’s economy, was a big…
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...
Ken Rogoff: "Policymakers Should Be Cautious Seeing Gold's Drop As A Vote Of Confidence"
Authored by Kenneth Rogoff, originally posted at Project Syndicate, In principle, holding gold is a form of insurance…
A Bubble So Big We Can't Even See It
Authored by Steve Keen via Real-World Economics Review, Before the current turmoil began, Federal Reserve Chairman Ben Bernanke's…
A Roadmap for Rates
A Roadmap for Rates July 02 2013 Uncertainty over the Federal Reserve’s timeline for tapering quantitative easing has…
The Economy and Bond Market Radar (July 1, 2013)
The Economy and Bond Market Radar (July 1, 2013) After a dramatic sell-off in the bond markets last…
Eric Sprott: Investment Outlook (June 2013)
Have we lost control yet? Eric Sprott and Etienne Bordeleau, Sprott Asset Management Recent comments by the Federal…
Guest Post: Why the Status Quo is Doomed
Submitted by Charles Hugh-Smith of OfTwoMinds blog, The wheels have come off the endless growth via expanding debt…
Albert Edwards: "Marc Faber Is Right. QE99 Here We Come"
The bloodbath in the bond markets has led some 'greatly rotating' commentators to see this as the end…
The Banker Who Was God
The Banker Who Was God (via Market Shadows) The Banker Who Was God From this week’s Market Shadows…
Will Carney Light Fireworks at Bank of England?
by Darren Williams, AllianceBernstein On July 1, former Bank of Canada governor Mark Carney will replace Sir Mervyn…
The Trouble with Tapering (Minerd)
The Trouble with Tapering Rising interest rates are beginning to put pressure on the recovery in the housing…
Key ETF Performance and Fed Day Doldrums (Bespoke)
by Bespoke Investment Group Fed days have historically been good days for the market, but the last two…
"Hey Mr. Market, That QE Monkey On Your Back Has You By The Throat"
Submitted by Charles Hugh-Smith of OfTwoMinds blog, Mr. Market has one little problem: the Fed monkey on his…
Managing Equity Risk: Some Rules for the Road
by Kurt Feuerman, AllianceBernstein Under the surface of May’s strong equity returns were major shifts in sector leadership,…
Tail-Risk Parity: The Quest for a Crash-Proof Portfolio
by Ashwin Alankar (pictured) and Michael DePalma, AllianceBernstein By any name—Black Swan, three-standard-deviation event or negative tail event—the…
