Recent Articles from this contributor
Quantitative Tightening: The Potent but Underappreciated Sister of Interest Rate Hikes
An investor’s guide to the U.S. Federal Reserve’s balance sheet reduction plan.
Inflation: From Peak Transitory to Peak Persistent?
Higher prices may not be as stubborn as some investors believe.
What if the Fed Doesn’t Hike?
It might be a more plausible outcome than many Fed-watchers seem to believe.
Is This “Peak Transitory”? Why Inflation Might Be More Persistent Than Expected
Investors had good reason to be skeptical of “peak inflation” last spring. They might need to adopt an equally skeptical view of “peak transitory” now.
The Fed and the Rule of Three
Three important meetings for the Fed; three Fed governor decisions for Biden; three key months for the markets.
A Tale of Two Tapers
Why the U.S. and Canada are on divergent paths toward monetary policy normalization.
The Beginning of the End of an Era in Bonds
The groundwork is being laid for the end of this secular bull market in bonds but two main questions remain: Is it over yet, and how long will the transition to a bear market take?
Why Rising Bond Yields Aren’t Always Bad for Stocks
Fears about equity prices falling as bond yields rise may be overblown based on historical correlations.
Three Options for De-clawing a Bond Bear
Part three of a three-part series: Why it’s a good time to consider balancing traditional government bond exposures with other income-generating vehicles.
How Bad Could This Cyclical Bear Be?
Part two of a three-part series: The peak-to-trough portion of the bond cycle has lasted for about 21 months, on average, since the 1980s.