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Rate Normalization

Federal Reserve Chair Janet Yellen Lecture On Inflation Dynamics And Monetary Policy
Portfolio
Federal Reserve Interest Rate Hike: Hurry Up and Wait
By delaying rate normalization, the Fed is buying itself some time to take in the greater macro picture.
Christopher Probyn
September 29, 2015
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Corner Office
How Should Bond Investors Prepare for Fed Tightening?
As the bull bond market comes to a close, retirement funds need to look elsewhere to find a steady source of yield.
Dan Weil
August 7, 2015
Moving vehicle
Portfolio
For Fed Policy, September Can’t Come Soon Enough
Two of the Federal Reserve’s concerns are falling behind the policy curve and how to assess flattening in the Phillips curve.
Christopher Probyn
August 4, 2015
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Portfolio
REITs and MLPs Offer Value in the Face of an Interest Rate Hike
Real estate investment trusts and master limited partnerships are yield plays that should fare well if rates rise gradually.
Dan Weil
August 4, 2015
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Portfolio
You Don’t Need an FOMC Statement to Know Which Way the Fed Is Blowing
Recent comments suggest Fed will make its first hike in December, not September, to allow growth and inflation to gain strength.
Shehriyar Antia
July 29, 2015
Old vintage retro compass on ancient map
Portfolio
How to Navigate Emerging-Markets Equities
Currency stability, growth in emerging-markets economies and corporate earnings upgrades should be evaluated in stock buying considerations.
Richard Titherington
June 18, 2015
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Portfolio
The Thinking Behind the Fed’s Slow and Low Rate Regime
Four key questions are likely playing into the FOMC’s policymaking deliberations for the second half of 2015.
Shehriyar Antia
June 17, 2015
Interest rates - market
Portfolio
Why You Shouldn’t Be Afraid of Rising Rates
Corporate bond prices have already factored in the inevitable return of rate normalization. Higher-yield bonds with solid balance sheets offer a safe way to boost cash flow.
Ivan Rudolph-Shabinsky
April 16, 2015
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Portfolio
Distinguishing Between FOMC Myth and Reality
Investors are fixated on exactly when the Federal Reserve will raise rates. They would be better off taking in the larger picture.
Shehriyar Antia
April 15, 2015