Asset Allocation
Putnam: Why Inflation May Help the Stock Market
If the CPI stays below 6%, equities gain, but a 1970s surge is harmful to them, the firm calculates.
Search results for: Federal Reserve
Risk
Mortgage Rates Take Another Big Jump
A fierce headwind is gathering that threatens to blow apart the housing boom.
News
BlackRock: Why Buying the Dips Is a Bad Idea Now
The outlook for profits, valuations and the Fed are dispiriting, says a study from the asset manager.
Risk
Can the Fed Drive 75? Will It?
A lot of central bank observers think inflation is dire enough to go for the big 0.75 percentage point rate increase.
Newsmakers
Conflicting Data on Corporate Pension Funded Status for May
Some consultants report an increase in funded ratios, others report a decrease, while others report minimal change.
Risk
Unease About Continued High Inflation Dogs the Market
A higher May CPI is not good news for the markets.
Risk
So When Will This Recession Arrive, Anyway?
A lot of the Wall Street commentariat doesn’t believe we’ll get the much-feared downturn.
Risk
Should We Really Be Afraid of Stagflation?
Nope, argues Meketa, pointing to how energy’s role has shifted since the 1970s.
Risk
Bear Markets and Recessions Don’t Always Go Together, Says Stovall
Turns out that, since World War II, three bears didn’t lead to a recession, CFRA research shows.
Risk
Could the 3% Yield Be the Trigger for the Bond Rally?
One school of thought: the 10-year Treasury hitting that level signals a growth slowdown.
Asset Allocation
Why Bond Prices, Shellacked Lately, Are Finally Turning Around
Stocks have fallen so much that fixed income seems to be resuming its status as a safe haven, analysts contend.
What Would It Take to Lower the Almighty Dollar?
Try a recession, or sanction-fueled suspicions, or high debt. But the buck’s dominance should continue, experts say.
Risk
Why Bother With Market Forecasts If They Usually Are Wrong?
These auguries of where stocks may be headed serve a purpose, say market savants.
Asset Allocation
State Pensions Are in the Black, But Red May Be Ahead
For state pensions, funded status has increased, but meeting return expectations may still be a challenge.