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.
Tag: CPI
Risk
How Escalating Inflation Can Produce a Recession
Natixis’ Lavorgna sketches out how higher prices shrinks consumers’ income—and imperil the economy.
Risk
How to Rate-Hike Proof Your Portfolio, Per Northern Trust
The firm’s remedy: Go for junk bonds and natural resources stocks, as the Fed tightens.
Here Today, Gone Tomorrow? Three CIOs Sound Off on Inflation
Not everyone is ready to shift their strategies just yet.
Risk
Jeremy Siegel: What to Buy to Be Insulated From Inflation
Hint: Not TIPS, which the Wharton prof terms ineffectual.
Risk
Don’t Worry: The Economy Will Boom Up Ahead, Says Dimon
Despite widespread unease, the JPM chief has faith in strong household finances and the Fed.
Regulation
The Fed Isn’t Planning to Lift Rates High Enough, Says Summers
The central bank seems too timid to really dampen today’s high inflation, the former Treasury secretary warns.
Regulation
UK State Pension Struggling to Manage Inflation
The government’s decision to not increase pension payments in step with inflation in 2022 has angered many.
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.
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.
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
Why the Fed May Raise Rates Sooner Than You Think
Current projections say there will be two hikes in the latter part of 2022.
Market Moves
Puny Q3 GDP Increase? Just a Bump in the Upward-Inclining Road, Says ING
Why the bank thinks 2021’s final period will be much better. Hint: consumers.
About Those Fed Rate Hikes: They Might Take Longer Than You Think
The market expects them to start next year. Maybe not, says LPL’s Gillum.
Hey, Inflation Might Be Good for Us, Says Paulsen
Price boosts of 3% or so would spur the economy and stocks, the Leuthold strategist argues.