Declining U.S. growth and rising European growth in the 1Q looks less like divergence and more like convergence. Risk assets appear too complacent, leading us to upgrade our caution over the next few months.
This much we know: At some point in the not-too-distant future, the Federal Reserve (Fed) is going to raise interest rates. But we believe the bigger picture is worthy of equal, if not greater, consideration.
A strong dollar has many Americans thinking about the travel and tourism benefits. But what does it mean from an investor's perspective? Jeff Rosenberg shares his thoughts.
Jeff Rosenberg discusses the role Central Bank intervention may play in creating potential Black Swan events, or unpredictable surprises, in the fixed income market.
As European bond yields approach record lows, Jeff Rosenberg gives his outlook on how investors should approach this environment.
Less than two months into 2015, the year has been off to a volatile start. Jeff Rosenberg offers his outlook on what is yet to come.
For the last six years, fixed income investors have been rewarded for reaching for yield amidst low volatility. Jeff Rosenberg explains why the good run might end in 2015.
As we begin a new year, the first after six years of quantitative easing, many investors are wondering what to expect from the Federal Reserve in 2015. Jeff Rosenberg lends his perspective.
While the U.S. economy appears to be recovering, the same is not true for Europe and Japan. Jeff Rosenberg explains how the actions of the European Central Bank and the Bank of Japan affect the U.S. market.
Given the current low interest rate environment, investors are considering global fixed income for higher yields. Jeff Rosenberg shares his thoughts on looking globally for yield.