Section
Inflation
594 posts
What's Fueling Food Price Inflation?
by Vaibhav Tandon, Senior Economist, Northern Trust When life gives you lemons: sell them! In India, prices of…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
SocGen: What would it take to contain raging inflation?
Copyright © Société Générale
A Stagflationary Shock
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, Blackrock 01 - A stagflationary shock The Russian invasion…
What An Inverted Yield Curve Could Mean This Time Around
by Jean-Sébastien Nadeau, MBA, CFA®, AGF Management Ltd. There’s a good reason why some investors feel uneasy about…
TS Lombard: Fed Keeps Betting on Transitory
Copyright © TS Lombard Research
MS: FOMC Reaction - The First of a Few 50s
Copyright © Morgan Stanley Research
JPM: Two Steps Forward, One Rhetorical Step Back
Copyright © J.P. Morgan Research
50 Ways to Leave Your Mark
by Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Company Ltd. As expected, the Federal Open Market…
Rising Risk of Stagflation
by Chris Brightman, Research Affiliates Key Points Trillions of dollars of deficit spending financed by money creation over…
Whipping Inflation
by Brian S. Wesbury – Chief Economist, Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios Ultimately,…
Bull Market In Bonds Set To Return With A Vengeance
by Lance Roberts, RIA A bull market in bonds is set to return with a vengeance as the…
Hedging Stocks Against Rising Rates
by Jeffrey Kleintop, CFA®, Managing Director, Chief Global Investment Strategist, & Michelle Gibley, Director of International Research, Charles…
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…
Watch the Money Supply - Inflation May Have Peaked
by Hubert Marleau, Market Economist, Palos Management The Consumer Price Index increased 1.2% in March, 0.8% in February…
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,…
