BMO's Kimball: 'Everyone is talking about the...

John Silvia, chief executive officer at Dynamic Economic Strategy, says he expects the Federal Reserve to keep interest rates steady, leaving mortgage rates stuck at 6%-plus and in an environment with the 10-year Treasury rising slightly. Silvia points out that the central bank i ...  Show more

Lance Cannon, portfolio manager at Hood River Capital Management, says in the Market Call that he is looking for transformational small companies that can benefit from changing trends in key industries, which has included artificial-intelligence stocks heavily as his funds produc ...  Show more

In this week’s episode of IG’s Trading the Markets podcast, IGTV’s Victoria Scholar speaks to Daniel Lacalle, chief economist at Tressis, about the post-pandemic recovery for the US economy, monetary and fiscal policy, and the potential economic risks ahead. Lacalle says there is ...  Show more

While government bonds have been less than desirable investments for the past two years, the tide may be turning on bond returns.

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Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy for Morgan Sta ...

DB:Feb 9, 2021. Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision senior editor Ash Bennington to discuss the oil market rally, signals of incoming inflation and the central bank response to it, and the drop in junk bond yields. Boockvar observes how oil is the la ...  Show more

“There is significant interest rate risk in TIPS in ETFs and Mutual Funds because they can’t necessarily get enough leverage to do a break-even trade,” Winshore Capital Partners Portfolio Manager Robert Tzucker tells Bloomberg Intelligence. In this Macro Matter’s edition of the F ...  Show more