Section
Inflation
594 posts
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…
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...
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…
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…
Two Decades of Inflation and Deflation
by Scott Grannis, Calafia Beach Pundit You can be excused for being confused about inflation, because inflation and…
Guy Haselmann: "Perfectly Imperfect"
[php snippet=6] Perfectly Imperfect by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Following the ECB meeting…
Should Investors be Worried about Inflation?
Both inflation and expected inflation have both trended down recently. These movements may provide a signal for when…
Guy Haselmann: The Grand Illusion
The Grand Illusion by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Ever since Bullard's agoraphobic* performance…
Guy Haselmann: The Grand Illusion
The Grand Illusion by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Ever since Bullard's agoraphobic* performance…
A Stronger Dollar is Pushing Inflation Expecations Lower
by Erik Swarts, Market Anthropology Further shamed by the US dollar's recent advance, the Inflationistas - circa 2010,…
Inflation Remains a No-Show
Inflation Remains a No-Show by Dr. Ed Yardeni Despite all the liquidity provided by the major central banks…
Inflation is the Biggest Correction Risk
by James Paulsen, Chief Investment Strategist, Wells Capital Management The accompanying chart is a good reminder that even…
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…
Deutsche Bank: Ignoring Food Price Pressures Could be a Mistake
by Sober Look Economists and central bankers tend to be less focused on what consumers pay at the…
A New Era For Fed Policy… And Inflation?
by James Picerno, Capital Spectator Inflation is mounting a comeback. Not as an imminent macro threat, at least…
