El-Erian, Gross Split on Jobs Report ‘Wage Puzzle’
El-Erian is more optimistic than Gross on how the Fed will react to the drop in average earnings, but both see rate hikes this year.
Bob Doll’s 10 Predictions for 2015 on Markets, Economy
The Nuveen equities guru sees a good year for markets, though more volatility, with the highest GDP growth since 2005.
Will European Stocks Get Second Life in 2015? Searching for Alpha for January 2015
European stocks are cheap, so the downside risk of owning them is muted.
Under the Hood: What You Need to Know About Fixed Income, Pt. 2: Rising Rates
The Fed has suggested, and market observers concur, that rates will rise in 2015. Here's how fixed income investors can prepare to soften the blow.
5 Flags the Market Is Waving at the Fed
A look at several charts tells the story of the factors weighing on traders' minds.
Bill Gross Says Fed May Become ‘Dovish’ After Oil Prices Plunge
With U.S. oil prices below $60, the Federal Reserve may not be in a hurry to raise rates, the fixed-income expert says.
Schwab Sees Bull Market Raging On in 2015, With Caveats
Data suggests continuance of secular bull market, say Liz Ann Sonders and colleagues, but watch out for energy junk bonds.
Money Rolls In for the Money Managers
We can point to at least three trends that are helping to push assets under management and revenue to records, Barry Ritholtz says.
QE Is Dead; What’s Next for Fed?
Some analysts expect longer-term fallout from QE’s end as the Fed juggles multiple challenges.
PIMCO’s ‘Secret’: Its Managers, Including Bill Gross, Still Trade Daily
PIMCO’s Jerome Schneider told Morningstar ETF conference attendees that the bond giant's portfolio managers, even CIO Gross, still spend much of their time trading.