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Investment Thoughts

Non-Linear Views on Financial Markets and the Economy

 

 

 articles 1-10 / 699   page 1 of 70 »  
 
US Banks Haven’t Behaved Like This Since 2009
If there is one thing Ben Bernanke got right, it was this.
Alhambra Investment Partners, December 11, 2018 , Jeffrey P. Snider

Does the Yield Curve Really Forecast Recession?
It's well known that in the United States recessions are often preceded by an inversion of the yield curve. Is there any economic rationale for this?
Federal Reserve Bank of St. Louis, Economic Synopses, No. 30, 2018 , David Andolfatto, Andrew Spewak

Labor Force Participation Rates, 25-54 year old
A Strong Economy – But We Can Aim Higher. Remarks by MARY C. DALY President and CEO Federal Reserve Bank of San Francisco To the Regional Economic Development for Eastern Idaho (REDI)
Federal Reserve Bank of San Francisco, A Strong Economy – But We Can Aim Higher, Idaho Falls, Idaho November 12, 2018

The financial and business cycles in the United States
"Put differently, calendar time might not be the best way to compare cycles over time."
BIS Working Papers, No 755, Measuring Financial Cycle Time, 7 November 2018 , Andrew Filardo, Marco Lombardi and Marek Raczko

The history (and future) of inflation ...
It may not feel like it, but we live in inflationary times relative to long-term history.
Deutsche Bank, Thematic Research, September 19, 2018 , Jim Reid, Craig Nicol, Nick Burns, Sahil Mahtani

Do stocks outperform Treasury bills?
"All of the wealth creation can be attributed to the thousand top-performing stocks, while the remaining 96 percent of stocks collectively matched one-month T-bills."
Arizona State University, W. P. Carey School of Business, May 2018 , Prof. Hendrik Bessembinder, Francis J. and Mary B. Labriola

The ECB’s QE End Is Bullish
Closing the chapter on QE is bullish—not bearish—for investors, in our view.
Fisher Investments MarketMinder, 11/08/2018 , Editorial Staff

Can banks individually create money out of nothing? — The theories and the empirical evidence
International Review of Financial Analysis, Volume 36, December 2014 , Richard A. Werner

Notes on The Bitcoin Standard
"Bitcoin, as designed, is deflationary."
Man on the Margin, July 16, 2018 , Michael Kendall

What do rising rates mean for international investments?
OFI Global Asset Management, October 11, 2018 , Brian Levitt