Section
Fixed Income
3277 posts
Risk of Default at Large Financials
It appears that CDS rates at the largest US financials has fallen. Morgan Stanley and Goldman Sachs have…
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...
Commodities Snapshot
A snapshot view of commodities reveals that they have all experienced some mild recovery at the end of…
Global Writedowns vs. Capital Raised
According to Bloomberg data, capital raised now exceeds global writedowns, and this may be a strong signal for…
Hugh Hendry: Don't Bank on the Bailout
Hugh Hendry, the brash, outspoken, and eloquent CIO, Eclectica Asset Management was invited to host Channel 4's Dispatches,…
Deleveraging Forces Liquidation
"When investors are in trouble, they sell what they can, not what they would like to." The current…
The Teflon Maple Leaf: TD Securities
Eric Lascelles, TD Securities' Chief Economics Strategist, points out that theĀ Canada has the highest sovereign debt ratings in…
Better To Be Late, Amid Credit Crises: Thomas Barrack, Jr.
Thomas J. Barrack Jr., billionaire and Founder of Colony Capital, which controls $39-billion in real estate assets, in…
BRICs Lay Foundation Stability: Merrill Lynch
Alex Patelis, Head of Global Economics, Merrill Lynch discusses the strength of BRIC (Brazil, Russia, India, China) countries…
China's Bold Economic Policy Moves
CLSA Asia-Pacific Markets, a division of Credit Lyonnais/Credit Agricole, are one of the best groups of analysts providing…
Commodity Snapshot
Judging by the way that commodities prices have literally been "drawn and quartered" since July, its obvious that…
Counterparty Risk Easing: CDS Spreads Decline
According to BCA Research, CDS spreads declined sharply last week, further indicating that normalizationĀ of inter-bank lending couldĀ develop. CDS…
Governments Keep Making Mistakes: Jim Rogers
Jim Rogers, CEO, Rogers Holdings, appeared on CNBC's European Squawk Box this morning with Geoff Cutmore, to discuss…
Falling LIBOR Spells Relief
Plop, Plop, Fizz, Fizz, Oh what a relief it is... Finally LIBOR rates have fallen meaningfully, and that…
Hendry: Short Selling Ban a Fiasco
Hugh Hendry, the eloquent, brash, and outspoken CIO at UK-based Eclectica Asset Management, comments on the today's worsening…
Cramer: Dow 8300, Oil $50, Obama
From Jim Cramer in New York magazine: What will New York look like a year from now? The…
