5 Big Questions for Janet Yellen
When Fed chief Janet Yellen delivers her semi-annual testimony to Congress on Wednesday, she should be asked these key questions.
4 Reasons to Cheer the January Jobs Report
January's report offers good news for the economy and should cheer financial markets, if they can look beyond their obsession with central bank liquidity support.
The Fed in a Bind
Changing financial markets and global economic conditions are making it very hard for Fed officials to communicate a clear and consistent policy path.
The Deeper Causes of the Global Stocks Rout
What happens next depends on politicians who have placed too much of the policy burden on central banks for far too long.
El-Erian: 5 Facts About the Market Selloff
Turmoil in China, leading to sharp losses in European and U.S. markets, marked an inauspicious beginning to the year for investors, Mohamed El-Erian writes.
9 Lessons From Third Avenue Freeze
The junk bond fund's withdrawal restriction raises questions about its investment strategy as well as market liquidity more generally, Mohamed El-Erian of Allianz writes.
Don't Rule Out the BRICs
Analytically sound concepts need not always translate into durable investment approaches -- and for good reasons
What the October Jobs Data Means for the Fed
Here are the three data points to look for in the October jobs report tomorrow to discern how the Fed is leaning, Mohamed El-Erian writes.
Can Treasuries and Bunds Keep in Lockstep?
It is likely that the continued gradual healing of the U.S. economy will pull yields in one direction while the likelihood of expanded ECB balance sheet operations will pull in the other. The result is likely to be greater volatility.
Analyzing the Odds of a Fed Rate Increase
Although the Fed still has solid domestic reasons to raise rates next week, it cannot — and should not — ignore the worsening international context.