March Madness: Kleintop’s Sweet 16 Bracket for the Stock Market
“Making stock market predictions can be as challenging as forecasting basketball tournament winners,” Schwab's Kleintop says, but here are the factors he sees playing hardest.
Ritholtz: The Worldwide Deficit of High-Quality Debt
Observers like Jeffrey Gundlach and Gary Shilling expect rates on quality long-term bonds to stay low because of a limited supply, Barry Ritholtz writes.
PIMCO Sees Year of Higher Growth, but Fed Rate Hike May Roil Markets
Global monetary easing, lower oil prices and move away from austerity are all net positives, the investment firm argues.
What’s Keeping Investors Up at Night?
USAA's John Jares explains the return of volatility to a market that has placidly delivered high average returns for six consecutive years.
Bill Gross: Hunker Down for Global Currency War
It was actually the U.S. that fired the first shot in a currency war whose risks investors must mitigate through conservative investments, Janus' Gross warns.
Greece Still Seeking Concessions After Bailout Extension
While markets rose on the news that Greece's bailout was extended for four months, investors aren’t comfortable that they’ll come out of it unscathed.
Many Fed Officials Were Inclined to Keep Zero Rates Longer
FOMC meeting minutes showed diverging views over when the first increase may be appropriate.
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.
Lithuania’s Euro Adoption Strengthens Western Ties
Lithuania adopted the euro on Jan. 1, becoming the third Baltic state to do so, at a critical time considering E.U. sanctions against Russia.
Axel Merk: All Roads Lead to Gold
Negative real rates, the risks of holding cash and coming market instability are among the factors suggesting an increased allocation to the precious metal.