Section
QE
208 posts
Why Undoing QE is So Difficult
Giving is Easy, Taking is Hard by Nihon Cassandra Despite the occasional satirical joke, I've never had 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...
Guy Haselmann: "Perfectly Imperfect"
[php snippet=6] Perfectly Imperfect by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Following the ECB meeting…
Why European Euphoria Isn’t Likely to Last
The ECB took definitive action against deflation fears with a broad asset purchase program that impressed the markets.…
Jeffrey Saut: Random Thoughts on a Cruise to Nowhere
Random Thoughts on a Cruise to Nowhere by Jeffrey Saut, Chief Investment Strategist, Raymond James We have lost…
Initial Thoughts on European QE
by Cullen Roche, Founder, Orcam Financial Group Quantitative Easing has officially come to Europe. Here is the basic…
Guy Haselmann: ECB QE – Design Matters More Than Size
ECB QE – Design Matters More Than Size by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM THIS…
Why European Sovereign Bond Yields Have Plunged
by Sober Look Once again, a great deal of confusion surrounds the European Central Bank's current policy objectives…
What Stimulus Overseas Could Mean for U.S. Investors
Could the end of easy money in the United States be the beginning of even more stimulus everywhere…
Distinguishing the Fed's Securities Purchases from Monetary Expansion
by Sober Look There has been a bit of confusion about what today's FOMC announcement means with respect…
The World According To ZIRP
by Erik Swarts, Market Anthropology Over the rails we fell. As if the labyrinth and tentacles of the…
Guy Haselmann: Sooner but Slower
Sooner but Slower by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • If I had to simplistically…
The Draghi Grand Plan 2.0
by Cam Hui, Humble Student of the Markets The parents fight and the kids hear everything. The younger,…
Guy Haselmann: The Grand Illusion
The Grand Illusion by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Ever since Bullard's agoraphobic* performance…
Guy Haselmann: The Grand Illusion
The Grand Illusion by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Ever since Bullard's agoraphobic* performance…