Section
Inflation
594 posts
Inflation Is Here! What Now?
by Chris Brightman, Research Affiliates Key Points Inflation is rising rapidly, not an unexpected outcome given governments’ pandemic…
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...
Navigating the new world of inflation
by Russ Koesterich, CFA, JD, Portfolio Manager, Blackrock For the first time in decades, investors need to focus…
The Fed’s Policy Tightening Plan: A One-Two Punch
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company The Federal Reserve dealt the bond market…
Powell Successfully Walks the Tightrope
by Austin Mann, Knowledge Leaders Capital Below we highlight a few takeaways from Fed Chair Jerome Powell’s confirmation…
FOMC Races to Catch-up
by Guy Haselmann, FETI Group (The views expressed herein are solely those of the author) Executive Summary Given…
MMT’s Fatal Flaw: Political Willpower
by Michael Lebowitz, 720 Global Research MMT, or Modern Monetary Theory, offers a new monetary “logic” that allows…
Inflation by the Numbers
by John Mauldin, Mauldin Economics Milton Friedman famously said inflation is “always and everywhere a monetary phenomenon.” He…
Making Money When They Stop Making Money
by Rick Rieder, Managing Director, Chief Investment Officer, Global Fixed Income, Blackrock At the end of 2019, had…
Europe's Central Banks Diverge
by Vaibhav Tandon, Senior Economist, Northern Trust This week’s Federal Reserve meeting got substantial amounts of attention from…
2022 outlook: A mid-cycle market
The year ahead may be noteworthy for being more “normal”–still growing, just slower. by Jurrien Timmer, Director of…
Brian Wesbury: "A Renominated Powell is a Different Powell"
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios A renominated Powell is…
What Really Caused Inflation
by John Mauldin, Mauldin Economics You won’t be surprised to know I disagree with recent Federal Reserve policy…
U.S. outlook: Expect solid growth, stubborn inflation
by Darrell Spence, Diana Wagner, Chris Buchbinder, Capital Group KEY TAKEAWAYS The U.S. economy remains on a solid…
Is the Market Looking Through the Current Inflation?
by Steven Vanelli, CFA, Knowledge Leaders Capital This Friday we’ll see where the US CPI comes out. We…
