How Much Turbulence Can Fed Handle?
The central bank's reputation has been a brake on upheaval. That may not last.
Gross’ Fund Rises After Tweaking ‘Shorts of a Lifetime’
The Janus (ex-Pimco) fund manager anticipated a slump for German debt and Chinese equities; Janus Global up 0.8% in July, 1.6% YTD.
Beyond Greece and China: Expect a Volatile Passage
The serial bursting of market bubbles is far from over.
Making the Case for High-Yield Bonds Before the Fed Rate Hike
The U.S. high-yield muni composite is trading at higher yield than Iraqi and Lebanese bonds, which makes no sense and presents an opportunity, says Bernstein.
When Is Risky Investing Safe and Safe Investing Risky? Now.
At Envestnet Summit, Zachary Karabell says advisors and investors shouldn’t put much stock into what central bankers say about the valuation of equities.
Bill Gross: German Bunds Are the ‘Short of a Lifetime’
Janus' Bill Gross laid out his case for the move as critics said widespread short selling of 10-year bunds would lead to "financial Armageddon."
10 Big Economic Predictions for 2015: BofA Merrill Lynch
BofA Merrill Lynch Global Research released its annual year-ahead outlook, seeing strong fundamentals and robust growth in the U.S.
Gloomy Gross Sees No Return to Normal in His Lifetime
Janus Capital bond manager Bill Gross says the time has come to take some chips off the table.
U.S. vs. Germany: ‘No Contest,’ says LPL’s Canally
The World Cup match should be thrilling, but the economic contest has a clear winner, says economist John Canally.
Germany Said to Stall Spain on Bank Rescue
Just when it seems that Spain has made up its mind at last to ask for a bailout for its banks, Germany is said to be pushing Madrid to wait.