Practical analysis for investment professionals

negative interest rates


Recovery or Expansion? Abby Joseph Cohen, CFA, on the US Economy

The US economy is not just in recovery, it is now in an expansion, according to Abby Joseph Cohen, CFA.

The Mad Scientists of Monetary Policy: The War on Cash

Recently, there has been a global movement toward eliminating cash, Ron Rimkus, CFA, observes. It sounds strange, almost bizarre. Who exactly wants to eliminate cash? Why? What would we do without it? Rimkus explores these questions as well as the most critical one of all: Is it good for his mom?

Best of 2016: Flat Markets and Negative Rates

The central bankers' ongoing romance with negative interest rates is perhaps the most important story of 2016. Ron Rimkus, CFA, provides his year-end roundup and looks ahead to 2017.

James Grant: Negative Interest Rates Will End — Badly

“Radical monetary policy begets more radical policy,” says James Grant. “It seems to me at some point markets or voters will put a stop to this.”

Reduced Viability? Banks, Insurance Companies, and Low Interest Rates

In the current low-rate environment, there is reason to wonder about the viability of banks, insurance companies, and indeed any institution that generally depends on the spread between long- and short-dated liabilities for its profits, says David Schawel, CFA.

Weekend Reads for Investors: Very Interesting Edition

Jason Voss, CFA, provides his choices for Weekend Reads for Investors. This edition discusses the decline of US productivity, the little-known but important Sykes-Picot Agreement, and sleeping trees.

Negative Real Interest Rates: The Conundrum for Investment and Spending Policies

Can anyone reasonably expect to earn a 5% real return with acceptable risk in today’s economic environment?



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