Section
Policy
151 posts
(Rebel) Yellen
by Scott Brown Ph.D., Chief Economist, Raymond James Fed Chair Janet Yellen will present her monetary policy testimony…
Is Trump's 'Red Meat' the Right Long-Term Diet?
by Neil Dwane, Allianz Global Investors Within hours of assuming office, Donald Trump began issuing executive orders to…
Elections in Europe could mean investment opportunity
Elections in Europe could mean investment opportunity by Matt Dennis, Senior Portfolio Manager, Invesco Ltd. Invesco Canada A brimming…
Political Turmoil Could Restrain Market in 2017
by Brad McMillan, CIO, Commonwealth Financial Network As we approach the end of the beginning of the year,…
Keep one eye on the market, the other on policy change
by Douglas Drabik, Fixed Income, Raymond James Interest rates inched up last week 8bp to 10bp 5 years…
The Illusions Driving Up US Asset Prices
by Robert Shiller, Yale University, via Project Syndicate NEW HAVEN – Speculative markets have always been vulnerable to…
China Check In
by Matthew Peterson, Chief Wealth Strategist, LPL Financial KEY TAKEAWAYS § China looms large at the beginning of…
The Source of Uncertainty
by David Blitzer, Chairman of the Index Committee, S&P Dow Jones Indices In 2017 politics, not economics will…
2017 Outlook: Focus Shifts to Fiscal Policy & Populist Politics
by Neil Dwane, Allianz Global Investors As the markets close the books on another tumultuous year, investors should…
Italians Vote ‘No’: Implications for Italy, the Euro Area and Global Markets
By Todd Mattina, Chief Economist and Strategist, Mackenzie Asset Allocation Team On December 4, 2016, Italians voted ‘No’…
Geopolitical Briefing: President-elect Trump’s energy U-turn
by Angelo Katsoras, Geopolitical Analyst, National Bank Financial Introduction President-elect Donald Trump’s stunning electoral victory and Republican control…
Trump Accelerates Move to a New Era for Equities
by Sharon Fay, Head and CIO, Equities, AllianceBernstein The era of ultralow interest rates may be over. This…
Ray Dalio: The Shift in Ideologies
... excerpted from Ray Dalio, Chairman, CIO, Bridgewater Associates L.P. The Shift in Ideologies As far as the…
Populism Drives Republican Sweep: Implications?
First Brexit, now a Trump and Republican populist victory. What are the investment implications of the Republican sweep…
On My Radar: “In the Realm of Economics, No Government Can Play God.”
by Steve Blumenthal, CMG Capital Management Group “In the realm of economics, no government can play god.” —…
