Section
Economy
3881 posts
A Stronger Dollar is Pushing Inflation Expecations Lower
by Erik Swarts, Market Anthropology Further shamed by the US dollar's recent advance, the Inflationistas - circa 2010,…
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,…
How Lower Corporate Taxes Could Spark a Bear Market
by Cam Hui, Humble Student of the Markets In light of the recent Obama Administration's new rules intended…
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…
Does the ECB's QE Make European Stocks Attractive?
Does the ECB's QE Make European Stocks Attractive? by Michelle Gibley, CFA, Director of International Research, Schwab Center…
Life Insurers Love Higher Rates
by John Murphy, Stockcharts.com Blog Financial stocks are starting to show upside leadership at the same time that…
Inflation Remains a No-Show
Inflation Remains a No-Show by Dr. Ed Yardeni Despite all the liquidity provided by the major central banks…
Not All That it Seems
by Lance Roberts of STA Wealth Management, Once again the world awaits the Janet Yellenâs post-FOMC meeting press…
Liz Ann Sonders: Million Dollar Question â Is the Dollar's Strength Bullish?
Key Points The US dollar's recent upside breakout has brought questions about the reasons, as well as implications…
Three Investing Implications of an Uneven Global Economy
Economic growth is strengthening in some parts of the world, while itâs slipping in others. What does the…
Veronika Hirsch: Great Canadian Companies in a Very Slow Growth World
In our latest instalment of AdvisorAnalyst.com Insighters, we spoke with Veronika Hirsch, Senior Portfolio Manager, Arrow Capital about…
Long Treasury Yields - Straight Back Up, or Lower From Here?
by Market Anthropology We've made the case before (see Here) that for all the pomp and circumstance, Fed…
A Global Growth Slowdown?
As 2014 is shaping up to be another year of below-trend economic growth, many investors are wondering: Is…
Draghi Sharpens âThree Arrowsâ for Europe
by Darren Williams, AllianceBernstein When the European Central Bankâs Governing Council convenes tomorrow in Frankfurt, there will be…
Howard Marks: Risk and Why Most Investors Get It Wrong
by Howard Marks, Oaktree Capital In April I had good results with Dare to Be Great II, starting…
