Browsing Category
Inflation
462 posts
If… Then, Making Sense of Uncertainty in Markets
by Rick Rieder, Russell Brownback, Trevor Slaven, & Navin Saigal, Blackrock It’s quite easy to paint an apocalyptic…
April 18, 2022
Scanning the horizon for signs of recession
by Fidelity Viewpoints Key takeaways Geopolitical, supply chain, and policy challenges are pushing up inflation and interest rates,…
April 14, 2022
Inflation Could Look Even Worse This Week; Russia Still Has Logistical Issues
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THE U.S. ECONOMY — and the jobs market…
April 11, 2022
China’s Potential to Alleviate Global Inflation
by Stephen Vanelli, CFA, Knowledge Leaders Capital For a confluence of reasons ranging from COVID to property sector…
April 10, 2022
Curve Ball
by John Mauldin, Mauldin Economics Definitely Abnormal Early Predictor Witch’s Brew Yield Curve Duration Is Important No Off-Ramp…
April 5, 2022
Which asset classes perform better when inflation is high?
by Amneet Singh, Russell Investments The consumer price index. The producer price index. The personal consumption expenditures price…
April 5, 2022
Hugh Hendry: War Europe Inflation U.S. China Dislocations Bonds Equities Carbon Metaverse
Hugh Hendry, The Acid Capitalist, Macro-Advisor, and Founder of Eclectica Asset Management, joins us for a creative and…
March 21, 2022
Bear Traps Report: De-Globalization is Inflationary
Copyright © Larry McDonald, Bear Traps Report
March 18, 2022
A Stagflationary Shock
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, Blackrock Highlights 1) A stagflationary shockThe Russian invasion of…
March 15, 2022
Navigating Market Icebergs, Potentially Toward Calmer Waters
by Rick Rieder, Global CIO, Fixed Income, Blackrock Over the last two centuries, at least 23 ships are…
March 11, 2022
Rate rises and bond returns: It’s all relative
by Keith Brakebill, Russell Investments Investment grade bonds, as measured by the Bloomberg U.S. Aggregate Index, experienced negative…
February 28, 2022
Geopolitical Risk Could Sideline The Fed
by Lance Roberts, RIA “Geopolitical Risk” could well be a reason for the Fed to slow-roll tightening monetary…
February 27, 2022
Canada’s Bridgegate
by Vaibhav Tandon, Northern Trust Disruptions from Canada’s protests further expose the vulnerability of supply chains. Beyond economic…
February 23, 2022