Thought Leadership
‘That ’70s Show’?
Is the U.S. poised for runaway inflation? MFS Chief Economist Erik Weisman examines the important similarities and key differences between today and the 1970s.
Search results for: Federal Reserve
Risk
Why Bond Liquidity May Be Headed for Trouble
As Yellen warns of problem selling the obligations, fixed-income volatility resembles that of stocks. Other hazards lurk.
Risk
Forget Those Two Down Quarters: Look for a Positive 3Q GDP Number
But economists are gloomy about the U.S. economy, even if things look OK now.
Risk
Have We Hit the Market Bottom? Maybe Not
When even Morgan Stanley’s house bear, Mike Wilson, sounds upbeat, UBS’s Mark Haefele is skeptical.
News
Northern Trust Asset Management adds Veteran Fed Economist to Fixed Income Division
Antulio Bomfim joins the firm in a newly created role as head of the global macro group.
Research
What Ails the Stock Market: A Stimulus Hangover
Bank of America puts a $13.5 trillion price tag on Washington aid, which set the U.S. up for its current economic travail.
Research
P.E. Deal and Exit Volume Drops in Q3
The number of deals collectively slowed by 20.4% in the third quarter year-over-year, while exits dropped for the third consecutive quarter.
Risk
How the 1987 Crash May Have Lessons for Today
On the anniversary of Black Monday, Bespoke points out that a cataclysmic market fall doesn’t always bring about a recession.
Asset Allocation
BlackRock Touts Its Ideal Asset Mix to Hit Allocators’ Target Returns
The best chance of reaching a 7.5% gain is to go heavily into bonds, its study contends.
Research
Alternative Investment Professionals Survey Respondents: Recession Imminent
Nearly three-quarters of alternative investment professionals believe the U.S. is already in a recession or will enter one by year’s end, an EisnerAmper survey finds.