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.
Think the Fiscal Cliff Was Bad? This One’s Worse
AEI Economist John Makin warns the Fed must aggressively fight deflation or the U.S. will plunge off the "monetary cliff."
How to Capitalize on Three Emerging Macro Trends
Salient Partners looks to benefit from continued deleveraging, increased energy production in North America, and the demographics of emerging markets.
Why Axel Merk Owns Gold
Because the road to hell — a road stretching from the Fed to the Eurozone to the U.K. to Japan — is paved with good intentions, he says.
Investors Head for Exits, Fearing QE Pullback
Global markets are on a downward trend because of numerous concerns, including the possibility that central banks will ease off their stimulus programs.
PIMCO’s Gross Warns: Get Out of Market, Fed’s QE Chemo Treatment Failing
The lifeblood of America’s ailing economy—the Fed's QE plan—may be “anemic, oxygen-starved, or even leukemic,” warns bond king Bill Gross in his latest missive to shareholders.
Quick QE Exit Unlikely, but Do Get a Bond Haircut: PIMCO, Loomis Sayles
"A bond and equity investor can choose to play with historically high risk to principal or quit the game and earn nothing,” says PIMCO's Bill Gross.
‘Abenomics’ Is Turning Japan’s Economy Around
Can Japanese Prime Minister Shinzo Abe’s plan to lift Japan out of deflation and spur economic expansion—known as "Abenomics"—really work?