Don’t Fear the New Boss at the Minneapolis Fed
For one thing, former Treasury official Neel Kashkari isn’t a liquidationist, despite what Paul Krugman thinks.
Can Treasuries and Bunds Keep in Lockstep?
It is likely that the continued gradual healing of the U.S. economy will pull yields in one direction while the likelihood of expanded ECB balance sheet operations will pull in the other. The result is likely to be greater volatility.
Now Comes the Hard Part for Greece
Friday’s accord was necessary but far from sufficient. The larger challenges ahead to resolve the Greek crisis will be far more difficult to overcome.
Under the Hood: The US Fractional Reserve Banking System
The history of money, how it's valued and how leveraging bank deposits creates additional capital.
Currency Wars Have a Nuclear Option
There is a big difference between countries that use domestic tools for domestic purposes and those that target currencies to gain an unfair trade advantage.
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.
3 Trades for QE’s End: Searching for Alpha for November 2014
The first trade to consider is a response to the eventual return of higher rates at the end of the yield curve.
What QE’s End May (Really) Mean for Bonds
Investors and advisors alike may be surprised at recent fixed-income results.
QE Is Dead; What’s Next for Fed?
Some analysts expect longer-term fallout from QE’s end as the Fed juggles multiple challenges.