Section
Economy
4457 posts
Ray Dalio: The Shift in Ideologies
... excerpted from Ray Dalio, Chairman, CIO, Bridgewater Associates L.P. The Shift in Ideologies As far as the…
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...
The Bond Market’s Ballot
by Carl Tannenbaum, Asha Bangalore, Ankit Mittal, Northern Trust SUMMARY The Bond Market’s Ballot How Is the U.S.…
Election Post-Mortem—Blame it on Monetary Policy
by Kristina Hooper, Allianz Global Investors Many political pundits are struggling to provide answers for Donald Trump's surprising…
Marc Chandler: Investors Catch Breath, Markets Consolidate
Investors Catch Breath, Markets Consolidate by Marc Chandler After a dramatic run since the US election, the capital…
Marc Chandler: Great Graphic: Euro--the Big Picture
Great Graphic: Euro--the Big Picture by Marc Chandler The euro has dropped almost six cents since the knee-jerk…
Marc Chandler on Bloomberg: The 'Trump dollar rally'
Cool Video: Reiterate Bullish Dollar Call on Bloomberg by Marc Chandler I was on Bloomberg TV this morning…
What Drives Inflation Expectations? Gas Prices or Trump?
by Eric Bush, CFA, Gavekal Capital General consensus seems to have quickly moved to a view that a Trump…
Liz Ann Sonders: Is the Fog Starting to Lift?
by Liz Ann Sonders, Brad Sorensen, Jeffrey Kleintop, Charles Schwab and Co. Inc. Key Points Stocks slumped in…
Marc Chandler: Dollar Steps Up to Start Week
Dollar Steps Up to Start Week by Marc Chandler The US dollar rally that moved into a higher…
Marc Chandler: Forces of Movement
Forces of Movement by Marc Chandler The results of the US election did not unleash new forces in…
Marc Chandler: Focus on Policy Mix Strengthen Dollar Bull Case
Focus on Policy Mix Strengthen Dollar Bull Case by Marc Chandler Our bull case for the US dollar…
Marc Chandler: Great Graphic: Shifting Trade-Weighted Exchange Rates
Great Graphic: Shifting Trade-Weighted Exchange Rates by Marc Chandler For businesses and investors, bilateral exchange rates are important.…
Marc Chandler: Ramifications of Trump's Election Continue to Drive Markets
Ramifications of Trump's Election Continue to Drive Markets by Marc Chandler The forces unleashed by the US election…
Marc Chandler: Cool Video: Chat with the FT's John Authers
Cool Video: Chat with the FT's John Authers by Marc Chandler I was just as surprised as anyone…
Populism Drives Republican Sweep: Implications?
First Brexit, now a Trump and Republican populist victory. What are the investment implications of the Republican sweep…
