Section
Inflation
594 posts
Investing through longer and higher inflation
by Russ Koesterich, CFA, JD, Portfolio Manager, Blackrock Expect higher inflation to be the key market driver for…
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...
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…
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…
Curve Ball
by John Mauldin, Mauldin Economics Definitely Abnormal Early Predictor Witch’s Brew Yield Curve Duration Is Important No Off-Ramp…
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…
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…
Bear Traps Report: De-Globalization is Inflationary
Copyright © Larry McDonald, Bear Traps Report
A Stagflationary Shock
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, Blackrock Highlights 1) A stagflationary shockThe Russian invasion of…
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…
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…
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…
Canada’s Bridgegate
by Vaibhav Tandon, Northern Trust Disruptions from Canada’s protests further expose the vulnerability of supply chains. Beyond economic…
John Mauldin: Inflation Thoughts
by John Mauldin, Mauldin Economics Slow-Motion Theft Mixed Expectations Sticky Rent Future Inflation Is Path Dependent I’m at…
Not That '70s Show: Why today’s inflation pales in comparison to the past
by Shailesh Kshatriya, Russell Investments Key reasons why we believe today's inflationary environment is very different from the…
Inflated Expectations
by Carl Tannenbaum, Executive Vice President, and Chief Economist, Ryan Boyle, and Vaibhav Tandon, Northern Trust The Northern…
