Viewpoints

Price increases in NYC real estate (and London, for that matter) continue to be driven by a strong influx of foreign money and the ultra-wealthy.

For the ECB to succeed in moving closer to its stated 2 percent inflation target, accommodative measures need to be meaningful

The debacle surrounding the Swiss National Bank’s (SNB) end to the euro/swiss Franc (EUR/CHF) currency peg has caused significant market volatility and counterparty defaults, and yet most financial pundits are suggesting that we simply move...

Economic strength in the U.S. and the announcement of QE in Europe could spell the end of the recent bond rally

It’s true; the Federal Reserve (Fed) will likely move to raise interest rates this year, but that is not necessarily going to be the only story of 2015. The fixed income market may become segmented, and we expect the yield curve ...

European policymakers and politicians have simply not done enough, and the right 'mix' of restructuring, redistribution, and monetization has to be determined.

If the mid-80s’ supply-driven oil crisis is a guide, we should expect further declines and a prolonged period where oil prices remain depressed

It is important to keep in mind that, in the absence of clarity, investors can adhere to a manifest of principles in their process

A solid run of domestic data has set the United States apart from a beleaguered world.

The trend in interest rates is either deflationary or the result of a supply/demand mismatch in quality paper