Browsing Category
Inflation
467 posts
Europe: Bracing For A Cold Winter
by Vaibhav Tandon, Senior Economist, Northern Trust Policy responses to shortages are not always effective. Rationing is the…
September 28, 2022
Notes on Inflation
by John Mauldin, Mauldin Economics No Escape Shrinkflation Rates Still Negative LNG Boom Manufacturing Moves No Soft Landing…
September 26, 2022
Student loan forgiveness plan and Inflation Reduction Act: Are these new policies inflationary or deflationary?
by Gene Podkaminer, CFA, Head of Research Franklin Templeton Investment Solutions & Spencer Walling, CFA, Research Associate, Franklin…
September 26, 2022
Nomura's Charlie McElligot: FOMC Induced Squeeze Risk
by Charlie McElligot, Nomura Equities Copyright © Nomura Equities
September 21, 2022
Hold the Inflation Victory Lap
by Erik L. Knutzen, CFA, CAIA, Chief Investment OfficerâMulti-Asset Class, Neuberger Berman Inflation still appears to be the…
September 21, 2022
With Inflation Offsides, the Fed Keeps Hiking
by Kathy Jones, Chief Fixed Income Strategist, Charles Schwab and Company Ltd. As expected, the Federal Reserve raised…
September 21, 2022
Has inflation peaked? Canadian CPI less than expected in August
by Avi Hooper, Senior Portfolio Manager, Invesco Fixed Income Canadian consumer price inflation in August rose less than…
September 20, 2022
Pursuing Inflation Resilience in Multi-Asset Strategies
by Caglasu Altunkopru, Head of Macro StrategyâMulti-Asset Solutions, Aditya Monappa, CFA, Global HeadâMulti-Asset Business Development, AllianceBernstein With inflation…
September 20, 2022
Volatile Inflation = Volatile Markets
by Global Team, TS Lombard Copyright © TS Lombard
September 20, 2022
Hot inflation report sparks panic, misses bigger picture
by Larry Adam, Chief Investment Strategist, Raymond James The S&P 500 had its worst day since March 2020,…
September 18, 2022
The 4 Stages of an Interest Rate Cycle
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors We more than doubled our portfoliosâ duration in…
September 15, 2022
For central banks, 75 is the new 25
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Central banks embrace big hikes Weâve seen 75…
September 13, 2022