Browsing Category
Inflation
472 posts
Macro Market Musings for May: The Case for TIPs
by Erik Swarts, Market Anthropology The U.S. dollar index pulled back sharply last month from the relative performance…
May 5, 2015
Why It May Be Time to Favor TIPS
by Erik Swarts, Market Anthropology Not surprising - considering the surge in the dollar since last summer, headline…
March 2, 2015
Guy Haselmann: "Perfectly Imperfect"
[php snippet=6] Perfectly Imperfect by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Following the ECB meeting…
January 29, 2015
Should Investors be Worried about Inflation?
Both inflation and expected inflation have both trended down recently. These movements may provide a signal for when…
October 30, 2014
Guy Haselmann: The Grand Illusion
The Grand Illusion by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Ever since Bullard's agoraphobic* performance…
October 23, 2014
Guy Haselmann: The Grand Illusion
The Grand Illusion by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Ever since Bullard's agoraphobic* performance…
October 22, 2014
Inflation is the Biggest Correction Risk
by James Paulsen, Chief Investment Strategist, Wells Capital Management The accompanying chart is a good reminder that even…
September 4, 2014
Demography Having an Impact on Inflation and Bond Yield (excerpt)
by Dr. Ed Yardeni Global economic growth has slowed over the past few years. Economists such as…
September 3, 2014
Is Now the Time to Seek Inflation Protection?
As unrest in the Middle East pushes oil prices higher, and indicators like the consumer price index (CPI)…
July 3, 2014
Gold and Real Yields Have Tracked Each Other Post-Crisis
by Scott Grannis, Calafia Beach Pundit The introduction of TIPS (Treasury Inflation Protected Securities) in 1997 was an…
June 5, 2014