Section
Inflation
591 posts
Should Equity Investors Lose Sleep Over the Yield Curve?
by Kurt Feuerman, Equities, AllianceBernstein A single line chart is keeping an awful lot of investors up at…
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...
The Imminent Onset of a Recession is Unlikely
by Urban Carmel, The Fat Pitch Summary: The macro data from the past month continues to mostly point…
Treasuries Signaling Full-On Inflationary Boom in the US
by Stephen Vanelli, CFA, Knowledge Leaders Capital Ten-year US treasury rates broke out this week on the back…
The Most Important Detail From the Flash PMI Report is About Inflation
by Bryce Coward, CFA, Knowledge Leaders Capital Among yesterday’s data releases was the widely followed ‘flash’ PMI report…
Hoisington: Restrictive Fed Policy Will Lead to Lower Long-Term Rates
By Lacy Hunt, PhD, and Van Hoisington, Hoisington Investment Management Nearly nine years into the current economic expansion…
Like Sands Through the Hourglass…
by Scott Brown, Ph.D, Raymond James The March reports remained consistent with the view that inflation will move…
Worried About Rising Rates? I Believe this Strategy Could Be the Answer
by Frank Holmes, CIO, CEO, U.S. Global Investors With interest rates continuing to creep up, there’s a changing…
Why Isn't There Any Inflation?
by Brodie Gay, CFA, via CFA Institute Ten years have passed since the global financial crisis. The world…
Bank of Canada Stands Down on Rate Hike, Citing Trade Risk and Soft Housing
The Bank of Canada decided to stand pat on rates this month, citing global trade policy risk, and…
Inflation and the Stock Market
by Eddy Elfenbein, Crossing Wall Street Here’s an update to a study I’ve done before. I wanted to…
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…
