Section
Inflation
551 posts
What the Steel and Aluminum Tariffs Mean for Your Investments
by Brad McMillan, CIO, Commonwealth Financial Network Yesterday, President Trump announced that the U.S. will be imposing tariffs…
Niels Jensen: An Inflationary Bust Or …?
by Niels Jensen, Absolute Return Partners LLP Events of recent weeks suggest that we have now entered the…
Inflation Fears Are Overdone (again)
by Scott Brown, Ph.D., Economics, Raymond James Recent stock market volatility was partly blamed on fear that inflation…
What Happened to Inflation? And What If It Comes Back?
What Happened to Inflation? And What Happens if it Comes Back? by Ben Inker, GMO LLC A year…
Fed Policy for 2018? If It Isn’t Broken ...
by Eric Winograd, Senior Economist—United States, Fixed Income AllianceBernstein With the US economy humming and the Fed seemingly pushing…
Inflation May Be The Biggest Question For Investors In 2018
by Jeffrey Kleintop, Senior Vice President and Chief Global Investment Strategist, Charles Schwab & Co., Inc. Key Points…
What Happens When Inflation Walks In?
by Erik Swarts, Market Anthropology If you watch and participate in markets long enough – and no,…
Tell Tail Signs: Is the Reflation Trade Alive? Yes and No...
Is the Reflation Trade Alive? Yes and No... An asset class outlook based on potential tail gains and…
Tempering US Economic Growth Expectations
by Eric Bush, CFA, Gavekal Capital Listen, before we go through a litany of economic charts that pour…
What Drives Inflation Expectations? Gas Prices or Trump?
by Eric Bush, CFA, Gavekal Capital General consensus seems to have quickly moved to a view that a Trump…
Should We Believe The Bond Market’s Rising Inflation Forecast?
by James Picerno, The Capital Spectator The Federal Reserve has been trying to raise inflation for eight years…
Singling Out Inflation in the Fed's Dual Mandate
If the Fed is seeking a reason to raise rates at its upcoming September meeting, inflation could be…
Remember Inflation Risk?
by Eric Knutzen, CIO , Multi-Asset Class, Neuberger Berman It may be time to add to inflation-sensitive assets.…
Is Inflation Headed Higher? Recent History Leaves Room For Doubt
Is Inflation Headed Higher? Recent History Leaves Room For Doubt by James Picerno, The Capital Spectator In some…
Remember Inflation
Remember Inflation by David Blitzer, Chairman of the Index Committee, S&P Dow Jones Indices This morning’s CPI report…
