Browsing Category
Inflation
348 posts
Under Pressure: Fed Hikes in Face of Bank Turmoil
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Despite new threats…
Quick Thoughts: Banking, inflation, and the Fed: Where do we go from here?
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Banking turmoil…
MFS' Nicholas Paul: The Case for Global Small- and Mid-Cap Stocks
Nicolas J. Paul, CFA, Equity Portfolio Manager & Institutional Portfolio Manager at MFS Investment, highlights the compelling case…
Thousand-Word Equivalents
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Job Openings Working Past 65 COVID Retirement Boom Investing…
Doubleline's Jeffrey Sherman: "I think they should pause"
According to Jeffrey Sherman, Deputy CIO at DoubleLine Capital, the Federal Reserve should pause its cycle of rate…
Capital Economics: SVB Collapse a Reminder of Financial Risks
by Paul Ashworth, Chief U.S. Economist, Capital Economics The latest analysis on the SVB collapse. Copyright © Capital…
Capital Economics: From Inflation Crisis to Financial Crisis?
by Neal Shearing, Group Chief Economist, Capital Economics In light of market events around SVB, Nadeem Kassam, Head…
The Yield Curve Screams Recession
by Jared Dillian, The 10th Man Federal Reserve Chairman Jerome Powell said the Fed could hike rates more…
How to Prepare for Landing
by Kathy Jones, Global Fixed Income Strategist, Charles Schwab & Company A "soft landing," with declining inflation but…
Disinflation Is Still On
by Hubert Marleau, Market Economist, Palos Management March 3, 2023 Good news has been bad lately for both…
Are You Focusing on the Wrong Central Bank?
by Jeffey Kleintop, Chief Global Strategist, Charles Schwab & Company Ltd. While investor attention is on the Fed,…
Fed's path to cooling inflation continues to loom large
by Larry Adam, Chief Investment Strategist, Raymond James Markets this month were unable to build upon January's momentum…
Commodities: From Destocking to Restocking
by Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman The micro and macro factors weighing on commodities since…
The Fed and Inflation are Still the Big Story on Wall Street
by Hubert Marleau, Market Economist, Palos Management February 24, 2023 Investors were kept busy all week with a…
Is the 60/40 portfolio still a good investment strategy?
If 2022 represented an inflection point — that rare year when investors saw stocks and bonds decline in…
