3 Topics for Year-End Client Talks — Searching for Alpha for December 2016
With the Fed expected to raise rates, you may want to speak to clients on the makeup of their portfolios.
Fed Officials Expect to Raise Rates in December
Fed officials see a strengthening case to raise rates as the labor market tightened, according to their November meeting minutes.
3 Market Takeaways From Trump Win
The post-election market action on Wednesday contains interesting pointers about the direction of stocks as we close out the year.
Grantham’s Big Forecast Change: No Market Bubble, No Burst in Sight
The GMO investment guru explains what statistics, historic patterns and other factors mean for investors and advisors.
GMO’s Grantham: ‘Presidential Cycle’ for Investors Is Over
The GMO strategist says that thanks to the Federal Reserve no more big third-year market gains are possible.
America’s New Normal Will Look Pretty Slow: Fed Economist
San Francisco Fed’s Fernald sees productivity key uncertainty; tepid growth will mean weaker wages and tax revenue gains.
Bill Gross: Central Bankers Are Gamblers Fueling ‘Capital Destruction’
Janus bond guru compares Yellen, Draghi, Kuroda to delusional gamblers who follow the “Martingale System.”
Ex-Fed Chief Greenspan Tapped by Advisors Capital Management as Econ Advisor
Advisors Capital Management said former Federal Reserve Chairman Alan Greenspan is now an economic advisor to the $1.4 billion RIA firm.
Funds Dump Gold at Fastest Pace Since May as Fed View Shifts
Money managers cut bets on bullion rally by most since May as Fed officials prepare to release policy statement on Sept. 21.
Goldman and Citigroup Divided on Whether Bond Rout Will Persist
Garzarelli of Goldman sees Treasury yields at 2% by early 2017; Aviva, Aberdeen join Citigroup in seeing no extended losses.