Section
Economy
4210 posts
3 Things: Trend, Ceiling & Rates
The Long Term Trend by Lance Roberts, STA Wealth Management Yesterday, I posted an article discussing the lack…
Gold in the Age of Soaring Debt
by Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors Ever wonder how much gold has ever…
The Problems of Success: Inflation
by Brad McMillan, Commonwealth Financial Network I closed yesterday’s post with the thought that, based on positive U.S.…
Europe in the Next Five Years
by Brad McMillan, Commonwealth Financial Network Yesterday, I talked about several major trends that are poised to at…
Inflation May Be Creeping Higher
by Eddy Elfenbein, Crossing Wall Street The government reported that inflation rose 0.44% last month. That’s the biggest…
Classic Drivers of Bond Yields Push Higher
KEY TAKEAWAYS • Better economic growth and higher inflation expectations are driving confidence in the trajectory of the…
Do Rising Rates Mean Falling Stocks?
by Brad McMillan, CIO, Commonwealth Financial Network Yesterday, I saw an interesting doom-and-gloom piece on rising rates, which…
An Imperfect Signal
by Kara Lilly, Investment Strategist, Mawer Investment Management (The Art of Boring) Bondholders have been on quite the…
Strong Equity Markets Defy Continuing Weakness in Global Economy
June 2, 2015 - Doug Porter, Chief Economist and Managing Director, BMO Financial Group, notes a curious disconnect…
Welcome to the Bizarro World of Interest Rates
by Franck Dixmier, CIO, Fixed Income, Europe, Allianz Global Investors (via Project M Online) When Mario Draghi set…
Guy Haselmann: Over-Cooked
Over-Cooked by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Investors have mistakenly been fixated on concerns…
Europe's Game of Loans
by Erik Swarts, Market Anthropology You might have guessed that after five years and countless volleys of eurozone…
Market Thoughts: Will Rising Rates Strengthen the Dollar?
by Corey Hoffstein, Newfound Research We’ve waxed philosophical about currencies in the past, but we received a request…
Guy Haselmann: "Unfree"
by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · A market economy is one based on supply…
The Treasury Market is Skeptical of a Recession
by James Picerno, Capital Spectator Judging by the comments of several high-profile perma bears, the US economy should…
