Section
Economy
4210 posts
Connecting the dots (10/08/15
Connecting the dots (10/08/15) Erik Swarts, Market Anthropology Expectations of a rate hike this year pulled back appreciably, following…
The market's shift back towards normal volatility levels and cyclicals
The market's shift back towards normal volatility levels and cyclicals by Eddy Elfenbein, Crossing Wall Street âBecome more…
Do markets and economies move in cycles?
Do markets and economies move in cycles? by Cullen Roche, Pragmatic Capitalism Someone emailed the other day asking…
This rally is being led by cyclical stocks
This rally is being led by cyclical stocks by Eddy Elfenbein, Crossing Wall Street The S&P 500 continues…
Are We Really Seeing a Slowdown, or Is It More of a âSnowdownâ?
Are We Really Seeing a Slowdown, or Is It More of a âSnowdownâ? by Brad McMillan, CIO, Commonwealth…
Canada and the oil price shock
Canada and the oil price shock by Norman Mogil, via SoberLook.com Canada is no stranger in dealing with…
There should have been more accountability
'There Should Have Been More Accountability' Ben Bernanke, the former chairman of the U.S. Federal Reserve who advocated…
China: Policy and Fundamentals Converge
China: Policy and Fundamentals Converge by Fixed Income AllianceBernstein We recently commented on the improving trends in Chinaâs…
The âThree Sâsâ For Strength Into Year End
 The âThree Sâsâ For Strength Into Year End by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James…
Fiera Capital: This is not about earnings
Weekly dose of espresso: This is not about earnings This Is Not About Earnings from Fiera Capital on…
The sweet spot in bonds
The sweet spot in bonds by Ben Carlson, A Wealth of Common Sense Last week I looked at…
Why interest rates could stay lower (and longer) than commonly thought
Why interest rates could stay lower (and longer) than commonly thought by Erik Swarts, Market Anthropology Whether the…
Why a recession is very unlikely
Why a recession is very unlikely by Scott Grannis, Calafia Beach Pundit Here are four charts that suggest…
The unterest rate, not an interest rate
The unterest rate, not an interest rate by Will Ortel, CFA Institute There was a lot riding on…
Property Shines a Light in Chinaâs Gloom
Property Shines a Light in Chinaâs Gloom by Fixed Income AllianceBernstein Chinaâs economy has been slowing since 2007…
