Risk
Inflation Is Falling Nicely, So When Will the Fed Cut?
The futures markets say September. Meanwhile, forget about Powell’s 2.0% target.
Tag: Consumer Price Index
Asset Allocation
Ned Davis Snubs Cash Investing, Lauds Stocks and Gold
Research firm overweights equities and bullion, amid pending rate drop.
Risk
What If Inflation Is Stuck at 3%, Derailing Fed Reductions?
The central bank wants the price index growth to ratchet down to 2%.
A Crafty Way to Earn Returns From the Inverted Yield Curve
Some allocators and managers are doing this, expecting a price pop ahead and collecting nice interest payouts along the way.
Risk
What Could Make the Fed Continue Tightening?
More housing price increases might squelch the conventional wisdom that July’s hike will be the last, some strategists say.
Market Moves
What Will Fed’s Reaction Be to Sharp Inflation Fall?
No additional rate hikes, one more, two more? Strategists ponder what comes next after the CPI news.
Market Moves
Is All the Bad News Priced Into the Stock Market? Nope
A possible trap: With equities on another tear, BCA Research warns that investors really don’t appreciate all that can go wrong.
Newsmakers
Volcker’s Lesson for Today’s Fed: Don’t Pivot
PIMCO’s Crescenzi touts the steadiness of the central bank chief who conquered inflation four decades ago.
Risk
What Worries CIOs Most? Inflation and Valuations
CaseyQuirk’s Sentiment Survey shows allocators are hustling to beat higher prices with private investments.
Newsmakers
High Inflation Leads to Expensive Cost-of-Living Adjustments for CalPERS and Others
This will be CalPERS’ biggest increase in pension payments in 32 years.
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.
Global Equities Spur Endowment Index 6.17% Higher in Q2
Its performance just beat the 6.11% gain posted by a 60/40 stock/bond portfolio.
Will Bitcoin Supplant Gold as a Store of Value?
Gold has fallen off with the rise of Bitcoin. What is the outlook for this traditional asset?
Alternatives
The Weird Reason Gold Will Head Still Higher
Oddly, ETFs that track the yellow metal aren’t gaining new money, a paradoxical bullish sign, says market sage.
Market Moves
2021 Economy Won’t Start Off Well, but Last Half Will Be Good, BofA Predicts
Problems like the virus and high joblessness will continue for a while, the bank’s strategists declare.