Section
Economy
4535 posts
The Economy and Bond Market Radar (April 7, 2014)
The Economy and Bond Market Radar (April 7, 2014) Treasuries rallied following the March U.S. jobs report, with…
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...
Beyond the Emerging Middle Class
by Tassos Stassopoulos, AllianceBernstein For many years, the rise of the middle class in emerging markets has captivated…
PIMCO: Why Key Long-Term Trends Matter to Stock Pickers
by Virginie Maisonneuve, PIMCO The combination of demographic changes, climate change and the ongoing shift in emerging markets…
What Investors Need to Know about Rising Rates
Janet Yellen’s first FOMC press conference as the new Federal Reserve Chair confirmed some market assumptions, but also…
David Stockman: "A Gang Of Unelected PhDs Have Staged An Economics Coup D'Etat"
by David Stockman via Contra Corner blog, America is being run by an unelected gang of essentially self-perpetuating…
A Year of Reversals Amid a Search for Value
Stocks have traded in a relatively narrow range for the past two weeks, but beneath the surface, some…
David Rosenberg: The Labour Market is Tighter Than You Think
The unemployment rate has fallen sharply from its recessionary peak, however, a large portion of this reflects a…
4 Areas Revved Up for a Resources Boom
4 Areas Revved Up for a Resources Boom By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
The Economy and Bond Market Radar (March 31, 2014)
The Economy and Bond Market Radar (March 31, 2014) Treasury bond yields were mixed this week. The very…
Emerging Markets Radar (March 31, 2014)
Emerging Markets Radar (March 31, 2014) Strengths With the Greek economy expected to grow by 1.1 percent this…
Don’t Believe The Hype Of Rising Interest Rates
by Jesse Felder, The Felder Report “Best investments for a rising rate environment” “The coming crash in the…
A Commodity Story
by Market Anthropology On a relative performance basis we continue to find a discretely transitioning market environment, led…
Are Emerging Markets Bonds Worth the Risk?
As the deteriorating situation in Ukraine rattles global markets, Matt Tucker examines the fixed income side of the…
Higher Rates on the Horizon? Three Implications
Investors were temporarily taken aback last week by the prospect of an earlier-than-expected rate hike. While it’s not…
Four Reasons Businesses Could Begin Spending Again Soon
Despite record profits and exceptionally high corporate cash levels, capital spending by U.S. businesses remains subdued. Russ explains…
