‘Nasty Surprises’ in Store for Economy: AEI’s Makin
It's time to end discussions about an eventual rate hike and consider actions such as expanding the central bank’s balance sheet, AEI's Makin argues.
Will the Bull Find Europe?
Just a few years separated from total financial collapse, Europe is bouncing back.
World Cup and World Prices ‘Heating Up’: LPL’s Kleintop
The global soccer tournament is seeing more goals, and the world's central bankers are facing some signs of inflation.
To the Active Managers Go the Spoils in 2014: Natixis
Among other predictions, Natixis sees a sharp split between winners and losers in the stock market, spelling middling results for indexers.
Emerging Markets Not Monolithic; Japan Debt Scary, Says Templeton’s Hasenstab
In 2013, there were big performance differences in Hungary and Indonesia, the Franklin Templeton global bond CIO said.
Kleintop: Forget Bonds; Your Portfolio Needs ‘James Bond’
“There’s no ‘high’ in high yield,” LPL guru Jeffrey Kleintop said during an entertaining and insightful panel discussion at IMCA conference.
Expect Volatility as 4 Big Economic Reports Collide: LPL’s Canally
This week brings four major market-moving reports, a rare confluence that John Canally says can mean 20% more market volatility.
Roubini: Fear of Bond Market Rout Is Overblown
The normally gloomy Nouriel Roubini sees a good year ahead, particularly in stocks, but he warns of huge risks lurking thereafter.
El-Erian: Fed Hasn’t Won Post-QE War (Yet)
The head of PIMCO gives four reasons to take a cautious approach to the markets in 2014.
PIMCO’s Gross: Fed Playing a ‘Dangerous Game’
Bill Gross explains PIMCO’s outperformance through an approach that doesn’t fight the Fed, but rather deflects its easy-money approach through a retreat from risk.