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.
Tag: breakeven rate
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.
Asset Allocation
Why Are Bond Yields Climbing? Not Because of Inflation
The more likely impetus is the end of the Fed’s bond-buying spree, says Natixis’ Lavorgna.
3 Inflation Scenarios: How Bad Could It Get?
Investors could see either a 1970s-style double-digit ripsnorter, a return to a more normal level, or something in between.
Market Moves
Calm Corporate Bond Market Shows Everything Is OK, Says LPL
Tight spreads to Treasurys plus low yields show investors aren’t worried about the economy, strategist Gillum finds.
Market Moves
Will High Inflation Do a Number on Stocks? You Bet, Says Goldman
Its 50-year study documents just how an escalating CPI is no friend to the market.
Everybody Says Higher Interest Rates Are Coming … But When and By How Much?
There are three reasons why, after long dwelling at subterranean levels, the cost of money will eventually poke its head up.
Market Moves
Follow Up: BlackRock’s TIPS Call Looks Prescient
Expecting higher inflation, the asset manager has called for investing in the security that shields investors.