Section
Economy
4455 posts
Is New Zealand the Kiwi in Populism’s Coal Mine? - Context
Is New Zealand the Kiwi in Populism’s Coal Mine? - Context by Fixed Income AllianceBernstein Are recent populist…
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...
SIA Weekly: A Look at Black Friday Retail, and the Energy Rally
by SIACharts.com With Black Friday upon us and Christmas only a month away, this week in the SIA…
Seeking Value in an Expensive World
by David Rosenberg, Chief Economist & Strategist, Gluskin Sheff Well, it’s hard to believe that it’s been a…
Path To Higher Yields In 2018 Unlikely To Be Straight Forward
by Urban Carmel, The Fat Pitch Summary: Macro economic data is good. It seems likely that rates will…
Global Cyclical Outlook: November 2017 - Context
Global Cyclical Outlook: November 2017 - Context by Fixed Income AllianceBernstein Infographic November 15, 2017 The Bank of…
Performing Under Pressure
by Carl Tannenbaum, Ryan James Boyle, Northern Trust This month’s forecast follows a wave of generally positive economic…
Sonders: Fed Stands Pat in November; Gets Ready to Go in December
by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co Key Points The Fed…
Why Tax Reform Is Better than Tax Cuts - Context
Why Tax Reform Is Better than Tax Cuts - Context by Fixed Income AllianceBernstein Transcript: I think everyone…
QE’s Untold Story
by Daniel Nevins, CFA, Nevins Research We’ve produced some research over the years that we’d love to see…
Jerome Powell Nominated for Fed Chair: Our Reaction
by Brian Horrigan and Michael Gladchun, Loomis Sayles Research The Trump administration announced Jerome Powell as its choice…
Trump’s Fed Choice: Continuity - Context
Trump’s Fed Choice: Continuity - Context by Fixed Income AllianceBernstein Transcript: Governor Powell has been a member of…
The End of QE Didn't Kill The Bull Market. The Start of QT Won't Either
by Urban Carmel, The Fat Pitch Summary: Quantitative Easing (QE) ended 3 years ago today. This was widely…
No Hike November
by Ryan Detrick, LPL Research The Federal Reserve’s (Fed) latest meeting started on Halloween, but the outcome wasn’t…
What Will Stocks Do Under a New Fed Chair?
by Ryan Detrick, LPL Research President Trump is reportedly set to announce his selection for the next Chair…
An Unremarkable GDP Report and Why Trend Growth is Still 2%
by Bryce Coward, CFA, Knowledge Leaders Capital Today’s preliminary Q3 GDP number of 3% growth at a QoQ…
