Opinions
(AllianceBernstein, Scott DiMaggio, CFA,AllianceBernstein, Fahd Malik,AllianceBernstein, Michael Rosborough)
dWhat does an era of higher equilibrium inflation mean for yields, volatility and active bond investing? For the past 40 years, global deflationary forces have prevailed, facilitating a regime of low equilibrium inflation. But change is afoot. Mounting pressures from macro megaforces point toward higher structural inflation and lower real
Continue...(Vanguard, Bob Behal,Vanguard, Josh Hirt, CFA)
The U.S. consumer has remained surprisingly resilient, keeping the economy vibrant despite the Federal Reserve’s efforts to rein in inflation by keeping interest rates elevated. And runway remains for households to continue to drive strength in the economy, according to two Vanguard researchers. A continued strong labor market, reasonable credit
Continue...(Contributing Editor, Jeff Kutler)
On March 5, nearly a year after the collapse of Silicon Valley Bank, the credit-risk-challenged New York Community Bancorp was causing jitters locally and in financial markets. Deposits had fallen since February 5 by $6 billion, to $77 billion. Deposits rebounded with the March 7 announcement of a $1 billion equity
Continue...(Mosaic Smart Data, Iram Cook-Monie,Mosaic Smart Data, Marek Lewandowski)
Banks’ IT spending has been consistently on the rise for the last two decades. In 2023, Gartner predicted that banks would spend around $650 billion on technology, and in a recent study about three-quarters of those queried said they were planning to invest more in 2024. A large portion of
Continue...(G. M. Bollenbacher& Co., Ltd., George Bollenbacher)
The battle lines between the SEC and certain participants in the US Treasury market are getting sharper every day. After the SEC passed an amendment to 17 CFR Part 240 requiring certain market participants to register as dealers, on Monday several industry associations representing hedge funds and other “professional investors”
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I Know Exactly What Pipe Will Break: The Next Systemic Banking Crisis
(Hekaton, Tynan Overstreet)
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Introducing the 2024 TabbFORUM NOVA Awards: Honoring Top Innovators Across Financial Markets
(Contributing Editor, Jeff Kutler)
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Updating Prime Brokerage Margin Models: The Need for Transparency and Real-Time Risk Management
(Cassini, Vardaan Kohli)
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The Year of the Election – Unpredictable Events Need Vigilance at Banks
(Baton Systems, Alex Knight)
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A Resilient U.S. Economy Continues to Surprise
(Vanguard, Roger Aliaga-Díaz, Ph.D.)
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Fixed Income Macro Talking Points
(MFS, Benoit Henri Albert Anne)
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The Rising Appeal of Bond ETFs
(Tradeweb, Keri Neo)
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Revolutionizing Financial Markets with Transformers
(Trading & Analytics Expert, Enrico Cacciatore)
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Preparing for T+1 and Beyond
(Clear Street, John Oleon)
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2024 Buy-Side Fixed Income Technology Innovation: A Matter of Workflows
(Contributing Writer, Keriana Jenkins)
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The High Cost of Post-Trade Inefficiency
(Firebrand Research, Virginie O\'Shea)
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Breaking the ESG Barrier: Empowering Credit Investors Through Better and Faster Data
(AllianceBernstein, Patrick O\'Connell, CFA,AllianceBernstein, Tiffanie Wong, CFA,AllianceBernstein, Markus Peters)
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Navigating the ETF Data Landscape: Trends, Triumphs, and Transformations
(Wall Street Horizon, Christine Short)
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Reasons for Caution about U.S. Equity Valuations
(Vanguard, Qian Wang, Ph.D.)
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Efficiency Unleashed: Capital Markets Operations Reimagined With Generative AI
(Broadridge, Sujoyini Mandal)
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