Browsing Category
Inflation
465 posts
Is This “Peak Transitory”? Why Inflation Might Be More Persistent Than Expected
by David Stonehouse, MBA, CFA®, AGF Management Ltd. Inflation has been one of the key topics of 2021…
September 3, 2021
Schwab Market Perspective: The Next Phase
by Liz Ann Sonders, Jeffey Kleintop, Kathy Jones, and Kevin Gordon, Michael Townsend, Charles Schwab & Company Ltd.…
August 16, 2021
Is the Re-Opening/Value Trade Over?
by Interest rates have been falling in recent months leading some to speculate that the “re-opening” trade has…
July 8, 2021
Rational Expectations: Inflation or Productivity
by Hubert Marleau, Market Economist, Palos Management The stock market was upended last week after the Fed signalled…
June 28, 2021
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…
June 21, 2021
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…
June 21, 2021
A 2x4 costs how much?
by Paul Eitelman, Russell Investments Today, the U.S. Labor Department reported that its core consumer price index (CPI)…
June 18, 2021
Brian Wesbury: Fed Hawk Watch
by Brian S. Wesbury - Chief Economist, Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios As…
June 18, 2021
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…
June 9, 2021
Obsession, Suspicion, and Confusion Over Inflation
by Hubert Marleau, Market Economist, Palos Management It was a relatively quiet trading week until the BLS reported…
June 6, 2021