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Economy
4713 posts
Connecting the Dots: The Bond Market is Bracing for Hike Hype
Connecting the Dots: The Bond Market is Bracing for Hike Hype by Erik Swarts, Market Anthropology As long-term…
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...
Understanding the Two Chinas
Understanding the Two Chinas by Fixed Income AllianceBernstein Our view that China may be heading for a mild…
U.S. Dollar Still Failing to Collapse
U.S. Dollar Still Failing to Collapse by Brad McMillan, CIO, Commonwealth Financial Network As we approach normal in…
Is the Energy Sector a "buy?"
Is the Energy Sector a "buy?" by James Picerno, The Capital Spectator Bloomberg reports that “one of Wall…
What is the Fed Supposed to do with 0.2% CPI?
What is the Fed Supposed to to with 0.2% CPI? by Eddy Elfenbein, Crossing Wall Street The government…
A New Era Begins, and Not Just for China
A New Era Begins, and Not Just for China by Fixed Income AllianceBernstein As we approach the end…
Inflation expectations can turn on a dime
Inflation expectations can turn on a dime “…inflation expectations can change quickly” by Econbrowser One of the arguments…
2 Investing Implications of Higher US Rates
2 Investing Implications of Higher US Rates Real U.S. rates have been climbing, while rates are falling in…
Still Expecting a Recession? The Numbers (Still) Beg to Differ.
Still Expecting a Recession? The Numbers (Still) Beg to Differ. by James Picerno, The Capital Spectator US recession…
Economic Risk Factor Update: November 2015
Economic Risk Factor Update: November 2015 by Brad McMillan, CIO, Commonwealth Financial Network Once again, it’s time for…
What’s the natural rate of interest?
What’s the natural rate of interest? by Tyler Cowen, Marginal Revolution Peter Olson and David Wessel write: The…
Is Inflation Protection Passé? Not Quite
Is Inflation Protection Passé? Not Quite by Vinod Chathlani, AllianceBernstein Investors have been waiting all year for the…
The 2016 Outlook: 3 Important Issues
The 2016 Outlook: 3 Important Issues by Brad McMillan, CIO, Commonwealth Financial Network I’m working on my 2016…
The Fed Rate Rise: Is the Wait Nearly Over?
The Fed Rate Rise: Is the Wait Nearly Over? October 29 -- Federal Reserve officials pivoted toward a…
Connecting the Dots (10/28/2015)
Connecting the Dots (10/28/2015) by Erik Swarts, Market Anthropology As much as we carry a long-term bias towards…
