2 Gauges ETF Investors Must Watch
How confident should diversified investors be that U.S. stocks can power ahead without the extraordinary stimulus of quantitative easing (QE) and zero…
the fed
The Fed’s Final Two Hurdles to Higher Rates
The Fed’s policy makers, the FOMC, meet on December 15th and 16th and are widely expected to raise the target Fed funds…
How a Presidential Election Cycle Can Move Markets
Just as presidential candidates are on the road engaging in debates and meeting with voters ahead of the 2016 presidential election, I’ve…
The Many Paths Ahead for Monetary Policy
I heard a common theme in my recent encounters with clients and central bank officials in Frankfurt, London, Beijing, Tokyo, Auckland, Wellington…
Is It Actively Managed ETFs’ Time to Shine?
The U.S. stock market has advanced steadily over the past six years, a rally fueled partly by unusually accommodative monetary policy and…
An Awkward Question for the Fed
Fed Chair Janet Yellen yesterday reaffirmed the case for keeping interest rates near zero percent and raising rates slowly in the future.…