Section
Quantitative Tightening
46 posts
Could the End of QT Lead to a New Round of QE?
by Jeff Weniger, CFA Head of Equity Strategy, Kevin Flanagan Head of Fixed Income Strategy, WisdomTree About a…
Why so much pushback on a December rate cut?
by Eugenio Alemàn, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. Markets were…
QT is Ending. Is QE Next?
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Financial The Federal Reserve’s (Fed) balance sheet runoff — commonly…
The End (of QT) is Nigh
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Financial While markets have been focused on the expected trajectory…
The Fed’s Balancing Act
by Jeff Weniger, CFA Head of Equity Strategy, Kevin Flanagan Head of Fixed Income Strategy, WisdomTree The financial markets…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Federal Reserve: Tension Building
by Carl Tannenbaum, Chief Economist, Northern Trust Central bank independence is paramount. The Marriner Eccles Building, home to…
Keeping an Eye on Liquidity as Risks Converge
by AJ Rivers, CFA and Lucas Krupa, AllianceBernstein The Fed’s close monitoring and well-signaled tapering of QT should…
A Lot of Buzz About Quantitative Tightening
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
DoubleLine's Jeffrey Sherman: Tight Credit, Sticky Inflation, Bad Breadth... What Else?
Listen on The Move In this episode we get into an insight-filled conversation about the current state…
Will Rising Federal Debt Slow Economic Growth?
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Over the past…
“Not QE” Puts Fed Between A “Rock And A Hard Place”
by Lance Roberts, RIA “QE” or “Quantitative Easing” has been the bull’s “siren song” of the last decade,…
Today's bumpy markets have created some "road hazards" for advisors. Here’s how to navigate through them.
by Katherine Fleischmann, Adam Burleson, Russell Investments Advisors have long been described as financial guides, helping clients and…
Midterm Outcome and FTX’s Demise: An Unexpected Turn of Events
by Frank Holmes, CEO, CIO, U.S. Global Investors What a week it’s been. First, the midterm elections failed…
Left Hand Not Talking to Right Hand: Quantitative Tightening & Federal Government Spending
by Stephen Vanelli, CFA, Knowledge Leaders Capital The Federal Reserve has been raising rates at an extremely aggressive…
Rates and Stocks: How Low Can Valuations Go?
by AllianceBernstein Multi-Asset Research Equity valuations have fallen substantially as central banks hike interest rates to combat…