Section
Economy
4457 posts
Fed Lifts Dollar, but Consolidation may be on Tap
Fed Lifts Dollar, but Consolidation may be on Tap by Marc Chandler The small adjustment to Fed's…
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...
Emerging Markets: What has Changed?
Emerging Markets: What has Changed? by Marc Chandler (from my colleague Dr. Win Thin) China will raise the…
Fed Hikes, Sees Three More in 2017--A Year Ago it Saw Four in 2016
Fed Hikes, Sees Three More in 2017--A Year Ago it Saw Four in 2016 by Marc Chandler As…
The Size of ECB’s Balance Sheet Will Surpass the Fed’s in Just Eight Months
by Jennifer Thomson, Gavekal Capital Fun fact of the day: the ECB’s decision to extend its asset purchase…
Rate Hike Seems Imminent, But Next Year Is Unclear
A 25 basis-point Fed hike is fully priced in, and strong US economic data already bolster the case…
2017 Outlook: Focus Shifts to Fiscal Policy & Populist Politics
by Neil Dwane, Allianz Global Investors As the markets close the books on another tumultuous year, investors should…
The ECB’s bond-buying extension
On December 8, Todd Mattina, Chief Economist and Strategist on the Mackenzie Asset Allocation Team, appeared on BNN…
ECB Policy: 1% Is the New 2%
by Andrew Bosomworth, PIMCO At its 8 December Governing Council meeting, the European Central Bank (ECB) extended its…
ECB Decision Pending
by LPL Research Today, December 8, 2016, the European Central Bank (ECB) will hold its last meeting of…
The Outlook for Interest Rates
by Scott Grannis 10-yr Treasury yields have jumped 100 bps in the past 5 months, 30-yr fixed-rate mortgages…
Greek Bonds may Soon be Included in ECB Purchases
Greek Bonds may Soon be Included in ECB Purchases by Marc Chandler The ECB does not include Greek…
Renzi’s Referendum Defeat Sounds Death Knell for Italian Reforms - Context
Renzi’s Referendum Defeat Sounds Death Knell for Italian Reforms - Context by Fixed Income AllianceBernstein Economics By Darren…
Markets Lack Near-Term Conviction
Markets Lack Near-Term Conviction by Marc Chandler Leaving aside the larger and longer-term views, market participants are split…
Italy’s Referendum Adds Unease to European Markets - Context
Italy’s Referendum Adds Unease to European Markets - Context by Fixed Income AllianceBernstein Economics By Darren Williams November…
Tempering US Economic Growth Expectations
by Eric Bush, CFA, Gavekal Capital Listen, before we go through a litany of economic charts that pour…
