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.
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.
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.
Pay Attention, Ignore the Fed
There's a whole generation of traders who have never seen a rate increase, but normalization of interest rates can't get here soon enough for me.
QE Is Dead; What’s Next for Fed?
Some analysts expect longer-term fallout from QE’s end as the Fed juggles multiple challenges.
Economists Lower Growth Estimates Ahead of FOMC Meeting
SIFMA's Diane Swonk cites geopolitical risk and consumers stuck “shouldering the burden of growth” as headwinds.
PIMCO’s McCulley: War on Inflation Is ‘Over, Done, Finished’
In his first commentary since returning to PIMCO, Chief Economist Paul McCulley says inflation is "dead" and stocks are fairly valued.
Fed Changes Interest Rate Policy, Linking to Wider Data Range
The Fed gave itself room to keep interest rates low by dropping a linkage between the benchmark interest rate and a specific level of unemployment.
How to Create Your Election Portfolio
It won’t be long before the presidential election is upon us. Will your portfolio be ready? Analysts from Russell, OppenheimerFunds and more say how to reposition portfolios before Nov. 6.
Fed’s Bernanke Makes Case for QE3
“I don’t think there’s any question that they’re getting ready to act,” an LPL analyst told AdvisorOne.