Section
Economy
4722 posts
Guy Haselmann: Cirrhosis and Walls
Cirrhosis and Walls by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · A few weeks ago, a…
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...
One and Done?
One and done? by Benjamin Streed, CFA, Raymond James February 29, 2016 Leading up to “liftoff” in December…
China’s Loan Spike May Not Be a Red Flag
China’s Loan Spike May Not Be a Red Flag by Hayden Briscoe and Anthony Chan, AllianceBernstein Lending in…
Ryan Lewenza: You're Fired!
You’re Fired! by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James • The equity markets hate uncertainty,…
Evaluating the Brexit Threat
Evaluating the Brexit Threat by Darren Williams, Senior Economist, Europe, AllianceBernstein Britain’s debate on staying in the European…
Low Real Interest Rates are Good For Gold
by Erik Swarts, Market Anthropology As the yellow metal surged more than 5 percent last week, gold fever…
A Walk Down Risk Road with Jim Hall
A Walk Down Risk Road with Jim Hall by Cameron Webster, Institutional Portfolio Manager, Mawer Investment Management Deflation…
How Extreme It Is
How Extreme It Is by Anthony Valeri, Investment Strategist, LPL Financial KEY TAKEAWAYS · The speed and magnitude…
Checking Vital Signs of European Banks
Checking Vital Signs of European Banks by Equity Research, AllianceBernstein European banks are once again facing fears of…
Canada Adjusts to the Oil Price Shock
Canada Adjusts to the Oil Price Shock by Norman Mogil What does the oil price collapse mean for Canada? …
Are Low Interest Rates Driven by the Fed or by Fear?
Are Low Interest Rates Driven by the Fed or by Fear? by Wesley Gray, Ph. D., via CFA…
Assessing the Risk of a US Economic Recession
Assessing the Risk of a US Economic Recession by Fixed Income AllianceBernstein The severe equity sell-off has raised…
The bond market's inflation forecast has plunged
The bond market's inflation forecast has plunged by James Picerno, The Capital Spectator Yesterday’s tumble in US equities…
Three Big Sectors Hit New Lows for the Year
Three Big Sectors Hit New Lows for the Year by Arthur Hill, CMT, StockCharts.com There are nine sectors…
Jeremy Grantham: Investment Outlook 2016
2015 and 2016, U.S. Equity Bubble Update, and Yet More on Oil [excerpted] by Jeremy Grantham, GMO LLC…
