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.
This Year's Asset Class Winners, Losers: Searching for Alpha for January 2016
What will be the fundamental drivers of asset class returns in higher-rate 2016?
3 Numbers the Fed (and Investors) Should Watch in 2016
Russell Investments’ Economic Indicators Dashboard suggests which indicators to watch for further Fed action — or inaction — in the New Year.
Higher Rates May Cut Small-Business Borrowing Costs: Searching for Alpha for December 2015
Nonbank lenders, aka shadow banks, account for 26% of all loans to small businesses. Will higher rates get actual banks back in the lending business?
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.