Section
Inflation
591 posts
U.S. Inflation: The Expectations Game
U.S. Inflation: The Expectations Game by Michele Mazzoleni, Research Affiliates Key Points 1. We believe the Federal Reserve…
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...
Tips Tailwind
TIPS TAILWIND KEY TAKEAWAYS · TIPS have been a leader among high-quality bonds in recent weeks. · Inflation…
Hot prices, cold earnings
Hot prices, cold earnings by Macro Man "We may well at present be seeing the first stirrings of…
Why I'm no longer an economic bull
Why I'm no longer an economic bull by Conor Sen It’s finally happened. I’m starting to look for…
Too Soon for March Madness?
Too Soon for March Madness? by John Canally, Chief Economic Strategist for LPL Financial KEY TAKEAWAYS While the…
The bond market's inflation forecast has plunged
The bond market's inflation forecast has plunged by James Picerno, The Capital Spectator Yesterday’s tumble in US equities…
BREAKING: Fed’s Take on World, Inflation Puts March Rate Hike in Doubt
BREAKING: Fed’s Take on World, Inflation Puts March Rate Hike in Doubt by Joseph Carson, AllianceBernstein It was…
Economic Risk Factor Update – December 2015
Economic Risk Factor Update – December 2015 by Brad McMillan, CIO, Commonwealth Financial Network Once again, it’s time…
What is the Fed Supposed to do with 0.2% CPI?
What is the Fed Supposed to to with 0.2% CPI? by Eddy Elfenbein, Crossing Wall Street The government…
Is Inflation Protection Passé? Not Quite
Is Inflation Protection Passé? Not Quite by Vinod Chathlani, AllianceBernstein Investors have been waiting all year for the…
Stocks Do Best When TIPs Yields are the Lowest
10-Year TIPs Yield and Stock Returns I’ve been crunching the numbers on stock returns and the 10-year TIPs…
The Problems of Success: Inflation
by Brad McMillan, Commonwealth Financial Network I closed yesterday’s post with the thought that, based on positive U.S.…
Inflation May Be Creeping Higher
by Eddy Elfenbein, Crossing Wall Street The government reported that inflation rose 0.44% last month. That’s the biggest…
An Imperfect Signal
by Kara Lilly, Investment Strategist, Mawer Investment Management (The Art of Boring) Bondholders have been on quite the…
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…
