Mark Grant

Chief Global Strategist:Wealth Management

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Bloomberg Opinion

A Trade War Will Leave Markets With Few Winners

Anyone who recommends to “stay the course” is in denial.

April 4, 2018

April 4, 2018

OpinionMark Grant

A Trade War Will Leave Markets With Few Winners

Anyone who recommends to “stay the course” is in denial.

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February 28, 2018

February 28, 2018

OpinionMark Grant

Greater Forces Buffet Markets as Fed Seeks 'Normal'

Higher interest rates will likely cause the current economic expansion to slow, if not stop.

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January 31, 2018

January 31, 2018

OpinionMark Grant

Ignore the Doomsday Talk Surrounding Bonds

The recent weakness in the bond market might seem scary, until you consider the starting point.

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January 17, 2018

January 17, 2018

OpinionMark Grant

Warnings Are More Valuable to Investors Than Good Ideas

General Electric, Spain and Italy all pose big risks for bondholders.

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December 21, 2017

December 21, 2017

OpinionMark Grant

Big Three Market Themes of 2017 Will Stick Around in 2018

Higher equity prices, relatively low yields and risk assets compressing against their benchmarks are in store for next year.

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December 13, 2017

December 13, 2017

OpinionMark Grant

Bitcoin and European Bonds Have a Lot in Common

Economically, sovereign debt yields make no sense and the reckoning may soon be at hand.

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December 7, 2017

December 7, 2017

OpinionMark Grant

The Risks in Central-Bank Balance Sheets Are Clear

The Fed is virtually unique in regards to the safety of its holdings. Other banks, not so much.

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November 30, 2017

November 30, 2017

OpinionMark Grant

Following the Consensus in These Markets Won't Work

The Fed and its brethren miscalculated badly with their $21.7 trillion of "pixie dust" money.

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November 15, 2017

November 15, 2017

OpinionMark Grant

It's Time to Reevaluate Consensus Thinking in Markets

Oil plays based upon escalating prices is the wrong bet now.

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October 25, 2017

October 25, 2017

OpinionMark Grant

'Follow the Money' Getting More Important in Markets

Pay attention to what central bankers are doing and not what they say they are doing.

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October 11, 2017

October 11, 2017

OpinionMark Grant

Central Banks' Return to Normalcy Is Nothing But a Charade

With their $21.5 trillion in assets, central banks have effectively manufactured the world's biggest economy.

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October 4, 2017

October 4, 2017

OpinionMark Grant

Europe's Bond Markets Are Only Getting Uglier

High-yield securities have entered a sort of “no-man’s land” where the risk-pricing mechanism has defaulted to government intervention.

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September 20, 2017

September 20, 2017

OpinionMark Grant

There's Too Much Attention on the Fed

Its actions mean little with other central banks still printing cash.

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August 30, 2017

August 30, 2017

OpinionMark Grant

High Risks and De Minimis Rewards Confront Investors

Buying far out of the money puts or adding haven assets are smart ways to hedge these days.

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August 23, 2017

August 23, 2017

OpinionMark Grant

The EU and U.S. Want to Change the Rules of the Bond Market

European officials think voters are more important than the institutions that buy their bonds, but that's a costly error.

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August 9, 2017

August 9, 2017

OpinionMark Grant

Markets Must Consider the Unimaginable

If a military engagement with North Korea occurs, then virtually every bet that has been made in markets will be 100 percent wrong.

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July 26, 2017

July 26, 2017

OpinionMark Grant

Central Banks Are Too Invested to Pull Back Now

The Fed’s calls to return to monetary policy normalcy are nothing but blather.

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July 19, 2017

July 19, 2017

OpinionMark Grant

It's Time for Markets to Acknowledge Political Reality

Nothing of importance may get done, and all of the bets placed with Trump’s election may start to be taken off the table.

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July 14, 2017

July 14, 2017

OpinionMark Grant

The Fed's Notion of Normalcy Is Hardly Normal

Shrinking the central bank's balance sheet will make no difference to the Fed’s effective control over financial markets.

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June 28, 2017

June 28, 2017

OpinionMark Grant

Washington Timelines Are Working Against the Markets

Equities are bound to fall as more investors come to the realization that Trump’s aspirations may not be fulfilled.

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