Section
QE
208 posts
Will the Hawks Take Control in 2018?
by John Lynch, Chief Investment Strategist, LPL Financial KEY TAKEAWAYS President Trump has indicated that he will choose…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Will ECB Tapering Trigger Market Tantrum?
by Darren Williams, Senior Economist, Europe, AllianceBernstein The European Central Bank (ECB) is widely expected to announce a…
It’s Official – Balance Sheet Normalization Begins in October
by Ryan Detrick, LPL Research As was expected, the Federal Reserve’s (Fed) policymaking arm, the Federal Open Market…
How the Shift by Central Banks May Affect the Stock Market
by Jeffrey Kleintop, Senior Vice President and Chief Global Investment Strategist, Charles Schwab & Co., Inc. Key Points…
Jurrien Timmer: The Conversation We’ll Be Having for Years to Come
by Jurrien Timmer, Director of Global Macro, Fidelity Investments SEPTEMBER 2017 The Conversation We’ll Be Having for Years…
Are we nearing the peak of central bank liquidity?
by Hans-Jörg Naumer, Allianz Global Investors Summary As the global economy continues to muddle through, the days of…
Central bankers leave key questions unaddressed
Last week brought arguably the most important event in the monetary policy calendar, as central bankers and economists from around the world converged on Jackson Hole, Wyoming, for the Kansas City Fed’s annual economic policy symposium.
The Fading Light of Monetary Policy
by Carl Tannenbaum, Ankit Mital, Northern Trust Professional and amateur astrologists in America were all agog this past…
The long, unwinding road of quantitative easing
by Mark Burgess, Deputy Global Chief Investment Officer, Columbia Threadneedle Investments Quantitative easing has served as a life…
Why ECB Tapering Expectations May Be Premature
by Matthias Hoppe, Senior Vice President, Portfolio Manager, Franklin Templeton Multi-Asset Solutions Financial markets across Europe and beyond…
Eight and half years later ... are you still waiting?
by Douglas Drabik, Fixed Income, Raymond James Quantitative easing (QE1) was first announced at the end of 2008.…
The future of ECB QE: Is the end in sight?
The future of ECB QE: Is the end in sight? by Gareth Isaac, CIO, EMEA, Invesco Canada In…
The ECB’s bond-buying extension
On December 8, Todd Mattina, Chief Economist and Strategist on the Mackenzie Asset Allocation Team, appeared on BNN…
ECB Policy: 1% Is the New 2%
by Andrew Bosomworth, PIMCO At its 8 December Governing Council meeting, the European Central Bank (ECB) extended its…
ECB Decision Pending
by LPL Research Today, December 8, 2016, the European Central Bank (ECB) will hold its last meeting of…
