
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.
If the CPI stays below 6%, equities gain, but a 1970s surge is harmful to them, the firm calculates.
Natixis’ Lavorgna sketches out how higher prices shrinks consumers’ income—and imperil the economy.
Commodities are starting to drop in price and new supply will ease housing costs, argues economist David Rosenberg.
Current projections say there will be two hikes in the latter part of 2022.
The market expects them to start next year. Maybe not, says LPL’s Gillum.
Price boosts of 3% or so would spur the economy and stocks, the Leuthold strategist argues.