Fed Watchers Can Take a Break, Manager Says
Highland’s Mark Okada says investors should stop obsessing over the Fed’s every move, as other factors are now coming into play.
December 14, 2016
Activist Group Fed Up Pushes Federal Reserve to Support Workers
Backed by Facebook co-founder Dustin Moskovitz, Fed Up argues that keeping interest rates lower will boost job growth and wages.
October 1, 2016
What to Expect from the Federal Reserve in December
The central bank opted to hold rates steady this time around; expect a little more action by the end of the year.
September 22, 2016
Selectivity Key as Emerging-Markets Bonds Rally
Despite a recent slump, fundamentals seem to be pointing toward a brighter outlook. The risk: The easy money has been made.
September 21, 2016
It’s Twilight Time for Central Banks
Investors beware: By propping up asset prices, the Fed and other central banks have laid the seeds of a credit bust.
September 20, 2016
Sharp Divide on Rates Signals Volatile Markets Ahead
Doubts are growing, not only about the odds of a Fed hike but also about the efficacy of central bank policy.
September 18, 2016
Daily Agenda: The Week Ahead, September 19 – 23, 2016
The Federal Reserve and Bank of Japan make hotly awaited monetary policy statements; World Bank hosts panels on pensions and financial inclusion.
September 17, 2016
5 Key Investment Themes: Finding Focus in the Volatility
For the near term, at least, prevailing market conditions aren’t likely to veer strongly from their current trajectory. In such conditions, go idiosyncratic.
Henry H McVey
September 15, 2016
Daily Agenda: Dollar and Yen Neck-and-Neck; Ackman Goes Chipotle
Markets react to a lower chance of Fed action this month; Apple to debut new products in major event; U.S. Department of Education shuts down ITT Tech.
September 7, 2016
Janet Yellen’s Interest Rate Balancing Act
Dutch cartoonist Bas van der Schot depicts Federal Reserve Chair Janet Yellen’s precarious position.
Bas van der Schot
September 6, 2016