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.
Tag: CPI
How Badly Do Rising Prices and Slowing Economic Growth Harm Stocks?
It’s not pretty: History shows that this bad combo pares equities’ median returns by 2%, Goldman says.
Asset Allocation
What If Cathie Wood’s Deflation Really Arrives? Now There’s an Antidote
Besides the celebrated money manager, few predict an upcoming era of falling prices, which a new ETF aims to buffer against.
Market Moves
What Stocks Boast the Strongest Pricing Power to Withstand Inflation?
UBS touts a list of what it thinks are the best companies able to keep demand cranking even as they charge more.
Asset Allocation
Why Are Bond Yields Climbing? Not Because of Inflation
The more likely impetus is the end of the Fed’s bond-buying spree, says Natixis’ Lavorgna.
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.
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.