Seeking Income When a Fed-Induced ‘Winter Is Here’
A slow tightening cycle coupled with moderate growth outside the troubled energy sector may support continuation of the third-longest equity bull market in U.S. history.
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.
Bob Doll: Confusing Times Ahead for U.S.
Market conditions are “going to continue to frustrate both the bulls and the bears,” the Nuveen equity strategist says.
If Einstein Ran the Fed, Rates Would Rise
Einstein said weird stuff happens at the quantum level, Bloomberg’s Mark Gilbert writes. Standard economics is not appropriate as one approaches the zero rate bound.
Just 18% of Advisors Think Fed Will Hike Rates This Month: Fidelity
However, more than 60% expect the Federal Reserve to bump up interest rates in 2016, the poll finds.
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.
Gundlach Channels ‘Rocky Horror’: ‘Janet, Don’t Raise Rates!’
The DoubleLine CEO quotes "Rocky Horror" and Hemingway and says he understands why Donald Trump has gotten traction in the presidential polls.
Why QE4 Isn't in the Cards
Four reasons that the Fed won't engage in another round of quantitative easing, despite the current market turmoil.
Junk Bond Market: ‘I See Dead Companies’
With apologies to Cole Sear of "The Sixth Sense," high-yield bonds are showing some very troublesome signs, as are corporate credit spreads.
Why the Fed Is Wishy-Washy
The FOMC July meeting minutes didn't necessarily reflect a Fed that wishes to keep its cards close to its chest.