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Economy
3727 posts
Bill Smead: Just One Look
by William Smead, Smead Capital Management Linda Ronstadt set the world on fire with her powerful ballads…
October 5, 2016
Rulers and Rules
by Carl Tannenbaum, Asha Bangalore, Northern Trust SUMMARY Rulers and Rules Nothing New Under the Rising Sun Is…
October 4, 2016
Japan Wheels Out Its Helicopters
The BoJ sends an invitation to government, a challenge to markets. by Brad Tank, Neuberger Berman The engines…
September 30, 2016
Is The Yield Curve Flattening? Does It Even Matter?
by James Picerno, The Capital Spectator You can find any answer you want by comparing the current curve…
September 29, 2016
How Interest Rates Affect Stock Market Returns
by Ben Carlson, A Wealth of Common Sense The equity risk premium is the academic definition of the…
September 29, 2016
The QE Premium
by Michael Lebowitz, CFA, 720 Global Research, via Clarity Financial It has been eight years since the great…
September 28, 2016
What if the Fed Doesn't Go in December?
by Eric Bush, CFA, Gavekal Capital It has been less than a week since the latest FOMC meeting…
September 28, 2016
Stock Market and Rising Yields?
by James Paulsen, Chief Investment Strategist, Wells Capital Management, Inc. Most sovereign bond yields have been rising since…
September 23, 2016
A Breakdown of the Latest from the Bank of Japan
by LPL Research The Bank of Japan (BOJ) made a major announcement yesterday, though it is hard to…
September 23, 2016
Dear Fed: What’s Up with Inflation?
Dear Fed: What’s Up with Inflation? by Fixed Income AllianceBernstein The Fed chair, Janet Yellen, today indicated that…
September 22, 2016
Limited economic upside?
by Scott Brown, Ph.D., Raymond James This being a presidential election year, views on the economy vary widely.…
September 21, 2016
Singling Out Inflation in the Fed's Dual Mandate
If the Fed is seeking a reason to raise rates at its upcoming September meeting, inflation could be…
September 21, 2016
Today’s Dilemma for the Fed
Today’s Dilemma for the Fed by Fixed Income AllianceBernstein To raise or not to raise rates is a…
September 20, 2016