Risk
Hey, Fed: Here’s More Evidence Inflation Is Going Nuts
The latest wholesale price report marks a record increase, as central bank policymakers gather to ponder next steps.
Search results for: Federal Reserve
Newsmakers
Britt Harris and UTIMCO’s Next CIO Rich Hall Discuss Plans for the Endowment’s New Era
The CEO and CIO are planning for a secular change ahead.
Risk
Inflation, the Public’s Main Bogeyman, Is Peaking, Says Wall Street Savant
Commodities are starting to drop in price and new supply will ease housing costs, argues economist David Rosenberg.
Newsmakers
6.8% Inflation Is Highest in 39 Years—What Does It Mean for Investors?
One CIO says this is an ‘inflection point.’
Risk
How Low Can You Go? Strategists Compete for Lowest 2022 GDP Growth
At the head of the pessimistic pack is Natixis’ Lavorgna, with a scant 2% projection.
Profiles
2021 IIAW-Mansco Perry III
Some people are so accomplished that they are known primarily by their first name. Mansco Perry III is one in that august company. As the head of the Minnesota...
Newsmakers
Exclusive: CIO Mansco Perry of Minnesota Is Retiring
The chief investment officer nearly doubled the state pension’s AUM to $130 billion in under 10 years.
Paul Colonna: The Perfect Fit for a Big Company CIO Job
Sporting good returns, Lockheed Martin’s investment chief prepped at State Street and General Electric.
Risk
Fading Inflation? Here Comes a Wage-Price Spiral, BCA Says
Worker pay will accelerate and move beyond the low-end of the comp ladder, the firm’s Berezin warns.
Asset Allocation
What Stocks Will Be the Big Winners Up Ahead? Why, Tech
LPL sketches out the case for continued market leadership from the technology folks.
Risk
Siegel: Fed Will Hike Rates Soon, Slamming Stocks
The longtime market bull warns that inflation will bring tighter policy and end the equities party.
Risk
Bubble, Bubble: How Bad Will the Bull Market’s Demise Be?
With the market at a record, thoughts of the abyss are rife. Richard Bernstein lays out this dreary view.
Asset Allocation
How Stock Investors Can Play the Supply Chain Snarl
JPM has a list of companies it says are holding up and should be ready to rock later.
Newsmakers
The Race Is On: Brainard Emerges as Powell Re-Up Rival
The White House interviews the Democratic economist for Fed chair, setting up a two-person contest.
Asset Allocation
Why the Fed May Raise Rates Sooner Than You Think
Current projections say there will be two hikes in the latter part of 2022.