Section
Economy
4328 posts
Draghi’s Difficult Dance
Draghi’s Difficult Dance by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Draghi’s clever Jackson Hole speech…
Has the Market Overpriced Stocks and Long Bonds?
by Econbrowser As the U.S. economy returns to healthier growth, many of us expected long-term interest rates to…
Undermining the Integrity of Financial Markets
Undermining the Integrity of Financial Markets by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Introduction Financial markets…
4 Years Until The Next Recession? Not Likely
by Lance Roberts of STA Wealth Management, David Rosenberg, in one of his recent missives, wrote: "Historically, when…
How to Position Your Portfolio as Rates Start to Rise
With the Fed likely to begin raising rates in the first half of 2015, you may be wondering…
If QE Is Ending Because It Was So Successful, Then Here Are A Few Simple Questions
by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Several very simple questions from Guy Haselmann of Scotiabank:…
Wall Street's Take On Jackson Hole: "Yellen Was Not Dovish Enough"
Confused by what Janet Yellen said? As it turns out, so is everyone else, where the prevailing sentiment…
“Bad News is Good” – A Hard Habit for Investors to Kick
Last week’s market performance proved that investors are having a hard time kicking a certain habit: treating “bad…
Deutsche Bank: Ignoring Food Price Pressures Could be a Mistake
by Sober Look Economists and central bankers tend to be less focused on what consumers pay at the…
Liz Ann Sonders: Skittishness
Skittishness by Liz Ann Sonders, Brad Sorensen, and Michelle Gibley, Schwab.com August 15, 2014 Key Points Stocks suffered…
Looking Beyond Interest Rate Risk in Bonds
by Ben Carlson, A Wealth of Common Sense Interest rate risk has been THE big worry for bond investors…
Guy Haselmann: The Fed's Stop-and-Start Journey
In Loving Memory of Dear Great Aunt Addy by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · …
Guy Haselmann: "Fading Smiles"
Out There Beyond the Wall by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Germany, France, Japan…
Jeffrey Saut: "A New York State of Mind"
A New York State of Mind by Jeffrey Saut, Raymond James August 11, 2014 I was a kid,…
Macro-Markets Risk Index Falls From Recent Highs But Still Predicts Growth
by James Picerno, The Capital Spectator The economic trend for the US remained positive in early August, albeit…
