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Economy
3385 posts
The Safe Haven Bubble has Popped – What Comes Next?
by MacroBusiness The safe haven slaughter goes on. You might read elsewhere that what is transpiring in emerging…
Why the Big Move in Bonds May be Over
by UKarlewitz, The Fat Pitch The main points in this post are: Individual and professional investors have already…
Trickle-Up Economics (Smead)
by William Smead, Smead Capital Management Major magazines have a history of putting a topic on their cover…
Is the Interest Rate Outlook Closer to 1994 or the Post-World War II Era?
August 21, 2013 by Kathy A. Jones, Vice President, Fixed Income Strategist, Schwab Center for Financial Research Key…
Can the Sector That Helped Undo the US Economy be Key to Its Recovery?
In his inaugural blog post, Rick Rieder explores the fortunes of a sector he believes will help make…
Determined to Taper
The release of the July Federal Open Market Committee meeting minutes today and the Jackson Hole Economic Policy…
Peter Schiff: Inflation And The GDP Distractor
Submitted by Peter Schiff of Euro Pacific Capital, Albert Einstein, a man who knew a thing or two…
Jeffrey Saut: "Temptress Time?!"
“Temptress Time?!” by Jeffrey Saut, Raymond James August 19, 2013 “Lefty Rosenthal did not believe in luck. He…
The Case for the 20,000 Dow, One Year Later
by Seth J. Masters, AllianceBernstein In July 2012, we argued that the Dow Jones Industrial Average would rise…
When Rising Rates Hurt Stocks, How Bad Did It Get?
by Chris Marx, AllianceBernstein By Chris Marx and Alison Martier A reader of our recent blog post about…
Preparing Equity Portfolios for Rising Rates
by Russ Koesterich, Chief Global Strategist, Blackrock While Russ doesn’t foresee a bond market meltdown, he does expect…
Sonders: Pause – Breather Needed Short-Term, But Longer-Term Still Looks Good
by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc. Key Points Frothy…
The Economy and Bond Market Radar (August 19, 2013)
The Economy and Bond Market Radar (August 19, 2013) Treasury yields moved sharply higher this week as both…
China's Government Can't Stop the Bust (Smead)
by William Smead, Smead Capital Management On a recent trip to Europe we participated in a forum in…
China and the Outlook for Financial Crises
China’s elevated and rising debt levels appear to be one of the largest risks to the global economy…
