Commodities are starting to drop in price and new supply will ease housing costs, argues economist David Rosenberg.
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.
It’s not pretty: History shows that this bad combo pares equities’ median returns by 2%, Goldman says.
Besides the celebrated money manager, few predict an upcoming era of falling prices, which a new ETF aims to buffer against.
UBS touts a list of what it thinks are the best companies able to keep demand cranking even as they charge more.