Section
Economy
4448 posts
Who is Driving Global Growth?
by Eric Bush, CFA, Gavekal Capital China’s role in keeping the global economy from falling into a more…
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...
Bill Smead: Just One Look
by William Smead, Smead Capital Management Linda Ronstadt set the world on fire with her powerful ballads…
Rulers and Rules
by Carl Tannenbaum, Asha Bangalore, Northern Trust SUMMARY Rulers and Rules Nothing New Under the Rising Sun Is…
Japan Wheels Out Its Helicopters
The BoJ sends an invitation to government, a challenge to markets. by Brad Tank, Neuberger Berman The engines…
Is The Yield Curve Flattening? Does It Even Matter?
by James Picerno, The Capital Spectator You can find any answer you want by comparing the current curve…
How Interest Rates Affect Stock Market Returns
by Ben Carlson, A Wealth of Common Sense The equity risk premium is the academic definition of the…
The QE Premium
by Michael Lebowitz, CFA, 720 Global Research, via Clarity Financial It has been eight years since the great…
What if the Fed Doesn't Go in December?
by Eric Bush, CFA, Gavekal Capital It has been less than a week since the latest FOMC meeting…
Every Picture Tells a Story: Recession Risk Up, but Not High
by Liz Ann Sonders, Chief Investment Strategist, Charles Schwab and Company Ltd. Key Points Leading indicators weakened in…
Stock Market and Rising Yields?
by James Paulsen, Chief Investment Strategist, Wells Capital Management, Inc. Most sovereign bond yields have been rising since…
SIA Weekly: Dr. Copper and Semiconductors as Economic Indications
by SIACharts.com For this week’s edition of the Equity Leaders Weekly, we are going to re-examine the High…
A Breakdown of the Latest from the Bank of Japan
by LPL Research The Bank of Japan (BOJ) made a major announcement yesterday, though it is hard to…
Dear Fed: What’s Up with Inflation?
Dear Fed: What’s Up with Inflation? by Fixed Income AllianceBernstein The Fed chair, Janet Yellen, today indicated that…
Limited economic upside?
by Scott Brown, Ph.D., Raymond James This being a presidential election year, views on the economy vary widely.…
Singling Out Inflation in the Fed's Dual Mandate
If the Fed is seeking a reason to raise rates at its upcoming September meeting, inflation could be…
