Section
Economy
4498 posts
Fund Managers Remain Very Bullish on Risk
by The Fat Pitch Every month, we review the latest BAML survey of global fund managers. Among the…
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...
Its Quiet Out There ... Too Quiet
Via ConvergEx's Nick Colas, It’s quiet out there... Too quiet. That’s the message from our monthly review of…
Rising Interest Rates Can Be Good For Stocks
by David Templeton, Horan Capital Advisors In December the Federal Reserve indicated they would begin reducing their bond…
The Economy and Bond Market Radar (January 20, 2014)
The Economy and Bond Market Radar (January 20, 2014) Treasury bond yields fell modestly this week. Economic data…
Where is the Inflation Today?
by Hunter Lewis via The Circle Bastiat Mises Economics blog, People often ask today: if the Fed has…
Russ Koesterich: Three Reasons the Dollar Should Strengthen This Year
Russ explains why the U.S. dollar is likely to strengthen in 2014, and what this means for various…
Ed Yardeni: The Two Big Headwinds for Emerging Markets
Challenges Facing Emerging Markets by Dr. Ed Yardeni Last year, I identified two fundamental problems confronting EMs: (1)…
Ugly in a Hurry – Retail Stocks are Rolling Over
Ugly in a Hurry by Tom Brakke, Research Puzzle Consumer cyclical stocks have had a great run, with…
James Paulsen: Some Guesses for 2014?
James Paulsen's Outlook for 2014, without further comment: We are pleased to bring you the latest edition of…
The Economy and Bond Market Radar (January 13, 2014)
The Economy and Bond Market Radar (January 13, 2014) Treasury bond yields fell sharply this week on the…
Goldman Sachs: 5 Risks to the Economy and Markets in 2014
by Cullen Roche, Pragmatic Capitalism What keeps analysts at Goldman Sachs up at night? In this recent note…
Cullen Roche: The Ten Biggest Myths in Economics
by Cullen Roche, Pragmatic Capitalism Heidi Moore asked a good question on Twitter yesterday about the most prominent…
Scott Minerd: A Great Time For Investors
Last January, the global economy faced myriad headwinds, choppiness lay ahead, and we expected plenty of volatility. Nevertheless,…
Liz Ann Sonders: Outlook for Economy/Stocks in 2014
January 6, 2014 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
Russ Koesterich: How High Can US Stocks Go this Year?
Russ explains why last year’s combination of significant multiple expansion and higher interest rates suggests more muted gains…
