May 22, 2015
Retail is particularly interesting now.
May 21, 2015
Release of the minutes of the latest Federal Open Market Committee meeting and stepped up commentary by Federal Reserve Chairman Janet Yellen touched off a new spate of speculation about when the Fed will act to raise interest rates.
May 20, 2015
In the first clip, Heather Loomis, director of fixed income at JPMorgan Private Bank, looking for a rate hike by the Federal Reserve, follows the established pattern of recommending bank and other financial stocks.
May 19, 2015
One of the most intriguing story lines of this market has been how it is going to cope with the imbalances that the Treasury and Federal Reserve, which are supposed to be stewards of financial stability, have themselves created.
May 18, 2015
The estimable Mark Zandi, Chief Economist at Moody’s Analytics, asked to comment on remarks by Charles Evans, President of the Federal Reserve Bank of Chicago that the Fed could tighten as soon as June, said he thinks September or the end of the year is more likely.
May 15, 2015
As the debate over the ability of equities to make new highs continued, Peter Toogood, of City Financial, warned that after another month or so of gains, stocks face a “reassessment.”
May 14, 2015
In recent articles this writer has suggested that much as the bond market spiked back in May 2013 over the mere hint that the Fed was about to raise interest rates, another spike could occur at any time if elements in the market who doubt that the Fed will act suddenly...
May 13, 2015
As the European Union grapples with a lingering crisis over how to keep Greece from defaulting, Christian Gattiker, Chief Strategist and Head of Research at Julius Baer, added his voice to those seeing the adjustment of interest rates stretching past the end of this year...