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.
Tag: CPI
Asset Allocation
Maybe the Drought Won’t Be That Bad for Ag Commodities
Big harvests outside the drought-stricken West may make up for a lot of the crop shortfalls, says Wells Fargo.
Here’s Why Inflation Is Up: Oil and Cars, Period
Commonwealth’s McMillan ascribes nasty CPI numbers to a few aberrant items, already cooling off.
Asset Allocation
Goldman: Dollar Rally Will Fizzle
The greenback has advanced almost 4% since May, buts headwinds await, the firm warns.
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.
Asset Allocation
Why Jeffrey Gundlach Thinks the Dollar Is ‘Doomed’
Federal and US trade deficits will eventually do a number on the greenback, says the Bond King.
Market Moves
Dalio’s and Summers’ Dim View on Inflation, Markets, the Economy
The hedge fund honcho and the Harvard economist deride benign forecasts, like the Fed’s.
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.
How Jeffrey Gundlach Gets Ready for Higher Rates
Check out the Bond King’s model portfolio designed to hedge against inflation and—oh, yeah—deflation, too.
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.
Market Moves
With Inflation Expected to Edge Higher, BlackRock Says Buy TIPS
They’re the best way to offset an upward trend in the CPI, the firm advises.
Asset Allocation
Op-Ed: Rethinking Your Inflation-Protection Strategy (Again)
After this year’s swings, longtime investor Tony Waskiewicz takes another look at the benefits of shifting away from traditional techniques to customized strategies.
Will Mega-Stimulus Bring Inflation After COVID and Recession Are Gone?
Unlikely. Here’s why, despite all that federal money sloshing around in the system, price rises should stay tame.
Market Moves
Forget about Inflation, Deflation Is the Real Threat, BofA Says
The massive Washington stimulus raises fears of spiraling prices. But those anxieties are off-base, bank economist Harris contends.
Research
Low Inflation, Eh? Just Look at Housing Costs
Recent CPI blip owes a lot to shelter, which is a third of the price gauge and rising at 3% yearly.