If Einstein Ran the Fed, Rates Would Rise
Einstein said weird stuff happens at the quantum level, Bloomberg’s Mark Gilbert writes. Standard economics is not appropriate as one approaches the zero rate bound.
QE’s Cost: Fed Exit May Hit Economy Faster Than in Past Cycles
The Federal Reserve will have to confront the costs of its massive balance-sheet expansion when policymakers raise interest rates.
Merk Pleads: Stop the Fed!
The central bank’s extraordinary ZIRP policy and expanding mandate are distorting the economy and heightening social tension, the fund exec warns.
Debt Traders to Fed: We Dare You to Try Raising Rates This Year
Some central bankers say they are in a 'wait and see mode' when it comes to policy-setting.
Rising Rate Consensus Is Wrong: Research Affiliates
Worried about rising rates? Don’t be. But there’s ample room to be worried about the reason rates won’t be rising much, Research Affiliates warns.
Volatility Doesn’t Mean Markets Won’t Move Higher
Big market moves can make investors nervous. But should they? Consultant Alexei Bayer and ThinkAdvisor's Gil Weinreich discuss.
Stock Plunge Likely Remedy to Fix Fed’s Failures: AEI’s Makin
Fed watcher John Makin argues that monetary and fiscal policies have consistently failed to trigger growth or ward off a deflationary trend.
SEC Responds to Market Volatility by Ramping Up Bond-Fund Exams
Surging market volatility is making regulators increasingly concerned that bond funds have loaded up on hard-to-sell assets.
ETF Providers Get Ready for Rising Rates
Advisors need to address the fixed income allocation of client accounts differently than in years past.
Global Bond Market Suffers From Too Much Central Bank Control: Thornburg
Global central banks' determination to keep interest rates low has forced investors to put money into risky securities, Thornburg's fixed-income portfolio managers warn.