Section
Inflation
551 posts
On My Mind: The twin roots of rising rates
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO Sonal Desai…
More Bad News, SâIl Vous PlaĂŽt
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. I think we might be in that very unique…
A step in the right direction: U.S. inflation eases in April after hot start to the year
by Shailesh Kshatriya, Russell Investments Executive summary: Core inflation slowed to 3.6% in April in the U.S. U.S.…
The Inflation Question
by Hubert Marleau, Market Economist, Palos Management May 17, 2024 While macro factors like growth, demand for safe…
Letâs Stop with the Rate Hike Talk Already
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways The UST market reacted positively to the…
Could inflation come back?
by Collin Crownover, PhD, Fidelity Asset Allocation Research Team, Fidelity Viewpoints Inflation may be downâbut it's not out.…
A cooler US jobs report gives hope for a Fed rate cut
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Time for a rate cut? - Dovish remarks…
SIA's Paul Kornfeld: Buy the dip, or sell the rip? Are we at a turning point?
Listen on The Move In this episode with SIACharts' President, Paul Kornfeld, we kick off our conversation…
Quick Thoughts: Fed hawks will fly lowerâeventually
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute, & Rick Polsinello, CIMAÂŽ, Senior…
Stagflation? Sticky inflation? Seven reasons for investors to be positive
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stagflation? - Google searches of the term…
Market Ethos: Earnings Optimism
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. There are three things you should rarely ever bet…
Stocks can rise, even with higher rates
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why a higher rate…
Rising Treasury yields, falling oil prices, and hawkish talk from the Fed
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Hawkish talk intensifies - Last week brought hawkish…
Aubrey Basdeo: More Coupon, Less Duration
Listen on The Move In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at…
Navigating Disinflation: Market Implications
by Hubert Marleau, Market Economist, Palos Management April 20, 2024 As a rule, the Fed and the economy…
