Browsing Category
Inflation
144 posts
You Can’t Create Permanent Inflation From Artificial Growth
by Lance Roberts, RIA Much like “Humpty Dumpty,” despite the Fed’s best efforts, you can’t create permanent inflation…
Joe Lavorgna: "We Don't Believe You"
by Joseph Lavorgna, Natixis Research Financial markets (stocks and bonds) sold off in response to a more hawkish…
A 2x4 costs how much?
by Paul Eitelman, Russell Investments Today, the U.S. Labor Department reported that its core consumer price index (CPI)…
Brian Wesbury: Fed Hawk Watch
by Brian S. Wesbury - Chief Economist, Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios As…
Scott Brown: Peak Inflation
by Scott Brown, Ph.D, Raymond James Rising volatility remains one of investors' chief concerns. May’s equity markets continued…
GMO: Quality Investing and Inflation
by Focused Equity Team, GMO LLC With inflation spiking as the world adjusts to the post-Covid regime, investors…
Inflation: The defining macro story of this decade
by David Folkerts-Landau, Chief Economist, Global Head of Research, Deutsche Bank Research DB Research is home to a…
Obsession, Suspicion, and Confusion Over Inflation
by Hubert Marleau, Market Economist, Palos Management It was a relatively quiet trading week until the BLS reported…
David Rosenberg: The Inflation Songbook: Play it Again
by David Rosenberg, Rosenberg Research Highlights THE INFLATION SONGBOOK: PLAY IT AGAIN Inflation is not a one-off change…
Caught off guard: Why the Fed meeting minutes surprised markets
by On the latest edition of Market Week in Review, Director of Investment Strategies Shailesh Kshatriya and Head…
Inflation Is Spiking, But You Only Reopen the Economy Once
by Guggenheim Partners Core CPI jumped to 3.0 percent year-over-year in April, the fastest pace since 1996. While…
World of Inflation: Transitory or More Nefarious?
by Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Company Ltd. Key Points Inflation is the topic…
Four truths about inflation and the Fed
by Kristina Hooper, Chief Market Strategist, Invesco Canada Weekly Market Compass: Last week, investors shuddered as data showed…
Hubert Marleau: The Outlook For the Canadian Dollar Is Constructive
by Hubert Marleau, Market Economist, Palos Management The stock market could have had a very lousy week because…
Technically Speaking: Is BofA Right About A Market Drop To 3800?
by Lance Roberts, RIA Recently, Bank of America’s Savita Subramanian discussed why the market could drop to 3800.…
