Section
Inflation
720 posts
Inflation: Is this time different?
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
The Stagflation Narrative: What Doomers Get Wrong – Part II
by Lance Roberts, RIA The stagflation narrative dominating financial social media isn’t completely wrong. That’s what makes it…
Wesbury: Making the Fed Great Again
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios o say the least,…
Wanted: Buyers for Treasury Debt
How can demand for Treasury securities be sustained?
Still Too Hot
Schwab's Martin and Sonders on Inflation, the Fed's Next Move, and the Risks Building Beneath the Surface
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Hubert Marleau: The Pause Might Be Here at Last
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “Stocks started the week on the upside,…
Energy Shock Expected to Hit Prices Harder Than the Economy
LPL Research examines rising inflation risks amid geopolitical tensions, while resilient growth and strong investment support continued expansion.
First Quarter 2026 Earnings: Feelin' Alright
S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.
The “Scarlet K”—A misleading consumption divergence story
The US outlook has been branded with a new scarlet letter: a K. The prevailing narrative describes a “K-shaped” economy overly reliant on consumption by high-income households. According to Franklin Templeton Fixed Income CIO Sonal Desai, that narrative is quite misleading. She notes that incomes have been rising broadly across the population and argues that the economy looks more resilient than the headlines suggest.
Comfortably Numb: Why Investors Are Misreading the Stagflation Signal
Man Group's Henry Neville maps seven episodes across 150 years to reveal what actually works — and why 45 years of amnesia may be the greatest risk of all
Why Energy-Driven Inflation Has the Fed Watching Expectations, Not Just Prices
By Sam Millette, Director of Fixed Income at Commonwealth Financial Network For the Federal Reserve (Fed), the real…
The Inflation Diversification Problem: Why the 60/40 Playbook Is Breaking Down Again
Man Group's Edward Cole makes the case for equity market neutral strategies as the more durable diversifier in a world where bonds can no longer be trusted to protect portfolios.
Five things the new Fed Chair should know…but might not
Richard Bernstein, Global Head of Macro & Customized Investing, flags five key aspects of the deglobalization and inflation backdrop that suggest the Fed may be using an outdated playbook, including its 2% inflation target.
Hormuz Reopening Won't Mean Immediate Normalization
Broken supply chains will need time to heal.
Tariffs Don't Inflate First — They Deflate. Then They Burn.
A new San Francisco Fed study maps the hidden timeline of tariff-driven inflation — and the findings challenge everything investors think they know.