Tag: Interest Rates
‘We Don’t Believe You’: Why Futures Market Is Skeptical of Fed’s Rate Hike Plans
One reason is that spending-happy Washington will need more central bank Treasury buying.
Jerome Powell Has the Worst Fed Day Record for Stocks
S&P 500 returns are mainly negative on day he announces decisions; not so for prior chairs.
Shiller: Today’s Housing Boom Will End, But Slowly
The market won’t collapse all at once, yet the dip still will be painful, economist says.
Health Care, Enterprise Tech, and Other Tips for China from Allocators
Surging Stocks Improve Pension Funding Levels, But De-Risking Isn’t at Risk
Emerging Markets Look Poised for a Good 2021, Says Lazard
How to Build Sustainability into Your China Allocation
Funded Levels of Canadian DB Plans Climb to 20-Year High
Alts Grow Bigger and Bigger in Institutional Portfolios
Some 86% now invest in alternatives, says Nuveen survey.
Special Report: Why Mortgage-Backed Securities Will Shrug Off Higher Rates
These bonds, undergirded by pools of home loans, benefit from the zest to nest, federal support, and other forces.
Don’t Blame Inflation Jitters for Rising Treasury Yields, Bespoke Says
One Year Later: 5 Ways the Pandemic Has Changed Investing
A suffering economy, a generous Washington, the homebound blues—all have played a role in scrambling the field over the past 12 months.
How Jeffrey Gundlach Gets Ready for Higher Rates
Check out the Bond King’s model portfolio designed to hedge against inflation and—oh, yeah—deflation, too.
Everybody Says Higher Interest Rates Are Coming … But When and By How Much?
There are three reasons why, after long dwelling at subterranean levels, the cost of money will eventually poke its head up.