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.
Tag: Consumer Price Index
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.
Market Drilldown
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.
Shop Talk
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.
Market Drilldown
Inflation Is Dead: What’s Needed to Reanimate It?
A growing younger population and rich emerging markets could return it to life. Meanwhile, expect a decade or more of quiescence.
Newsmakers
OPERS Board to Cut COLAs in 2019
New plan must still be approved by the General Assembly.