Roubini: Obama Is Right; Gold Bugs Are Wrong
At Davos, the economist warns that deflation is a bigger threat than inflation and calls for higher taxes on the wealthy.
Optimistic Fed Said Rate Rise Unlikely Before April
The Fed confirmed that being “patient” on interest rates means no increase before late April.
Why Wall Street (Still) Hates Bonds
Investors should consider the gains missed by listening to "expert predictions," Ron DeLegge writes.
U.S. Bond Sentiment Worst Since Disastrous ’09
Experts say 10-year yields could top 3% in 2015, twice the level forecast for 2014.
Fed Vows Patience on Rates, Drops ‘Considerable Time’
Wording change is consistent with recent policy moves and is meant to give Fed flexibility to raise rates if economy accelerates.
QE Is Dead; What’s Next for Fed?
Some analysts expect longer-term fallout from QE’s end as the Fed juggles multiple challenges.
Eurozone Troubles Make US Bonds Look Cheap
Investors are looking at the relative rather than the absolute value of bonds, the co-managers of the Osterweis Strategic Income Fund wrote in their October outlook.
S&P 500 Pares Biggest Loss Since 2011; Bonds Trim Rally
Jittery markets go through wild ride but recover at close. S&P lost 3% but ended day down 0.8%.
El-Erian Talks Jobs, Particularly Bill Gross’
Mohamed El-Erian, former PIMCO CEO, was surprised to hear the news of Gross’ departure.
Fed Keeps ‘Considerable Time’ Pledge as Growth Is ‘Moderate’
The Federal Reserve maintained a commitment to keep interest rates near zero for a “considerable time” after asset purchases are completed.