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A 'violent rotation' is taking place in markets
"If Brexit marked 5,000 year low in global interest rates, Trump marked [the] moment investors star…
Akin Oyedele
BofA Has Been Wildly Successful At Selling The 'Great Rotation' To Retail Clients (And That's About It)
Given expectations on Wall Street for a pickup in economic growth in 2013, along with fears that th…
Matthew Boesler
GREAT ROTATION: Treasury Bond Funds Have Their Worst Week Ever
Also of note were outflows from BRICs equity funds, which were all the largest on record this past …
Matthew Boesler
July Has Been The Great Rotation On Steroids For Stock Market Funds
"Over the first 12 trading days of July (all data here from www.xtf.com, through Wednesday) investo…
Matthew Boesler
It Looks Like The 'Great Rotation' Was Just A Great Big Misunderstanding
When asked about the "Great Rotation" in an interview with Bloomberg TV on Friday, PIMCO CEO Moha…
Matthew Boesler
BofA Declares: The Great Rotation Is Here
The current level of US jobless claims (335K) is the lowest since Jan 2008, when the unemployment r…
Matthew Boesler
US special operators and their allies say taking on Russia and China in Africa requires 'strange bedfellows'
"Sometimes you've got to sleep with strange bedfellows to achieve the overall goal, but that's wher…
Stavros Atlamazoglou
Why Everyone Is Rushing Into Bonds Again
"It's very rare in my career of over 20 years that a nucleus of people are all on the same side, bu…
Matthew Boesler
BofA: The Great Rotation We Almost Saw In The First Quarter Really 'Ended With A Whimper'
"Private clients have been the primary driver of BofAML client flows into US stocks this year, with…
Matthew Boesler
'Invisible Buyers' Are Propping Up The Stock Market
The stock market is not a zero-sum game. There's a mistaken tendency to think that a dollar that le…
Sam Ro
SocGen: This Will Be A Breakout Year For The US Economy, And A Watershed Moment In Markets Is About To Occur
It has been our longstanding view that 2013 will see an inflection point on growth. After sequentia…
I make 6 figures as a hospital pharmacist. Here's why it's a great career, and my advice to anyone who wants to pursue it.
This hospital pharmacist always wanted to work in healthcare and said people who want to become pha…
Gabrielle Reeder
Investors Yanked Billions Out Of US Stocks This Week
Citi analyst Markus Rosgen also notes something interesting: "In the week ended 2/13/2013, inflows …
Matthew Boesler
There's Going To Be A 'Brutal Reallocation Of Risk'
Sovereign wealth funds first moved to very low durations to avoid the risk and are presumably in th…
Matthew Boesler
Two Stats You Should Consider Before Talking About This So-Called 'Great Rotation'
Today's Morning Briefing: The Future Is Back. (1) Paradise lost and found. (2) The future is maki…
Ed Yardeni
Rising Rates Could Create A Disorderly Bond Market Sell-Off Unlike Anything We've Ever Seen
Moreover, following the extended declines in interest rates, and associated outsized fixed income t…
Matthew Boesler
BOND GOD: The World Is Changing, And Bonds Are The Most Overbought I've Seen In My 55 Year Career
“This is the most overbought market I have ever seen in my life in the business,” Fuss, 79, who ove…
EL-ERIAN: This 'Great Rotation' Is Actually Money Falling Off Of The 'Trillion Dollar Deposit Cliff'
Note the slight January uptick in money market fund flows. It seems likely that the expiration of u…
Matthew Boesler
We Just Witnessed Another Historic Week For People Investing In Mutual Funds
Meanwhile, oil funds lost 3.2 percent of assets under management, government bond funds shrank 0.3 …
Matthew Boesler
Anyone Hoping For A 'Great Rotation' Into Stocks Must See These Three Charts
This illustrates that the size of the outflow from equities in the past five years doesn't explain …