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.
Tag: Federal Reserve
Market Moves
Another Taper Tantrum on the Way? Don’t Worry, Says Market Sage
Investors’ violent 2013 reaction, as the Fed eyed trimming its bond buying, is unlikely to recur these days, Leuthold’s Paulsen argues.
Will a Trimmed-Down Biden Program Zap Stocks?
Investors have been expecting further stimulus to keep juicing the markets, economist Lavorgna warns.
Market Moves
Is Higher Inflation Coming? Yeah, a Whopping 20%, Says Jeremy Siegel
But don’t worry, because stocks will do fine then, the noted equities fan advises.
Market Moves
Surging Stocks Improve Pension Funding Levels, But De-Risking Isn’t at Risk
A hot equities market, plus some accounting help from interest rates, aided the plans.
Market Moves
Here’s Why Inflation Isn’t a Threat: Money Velocity
Yes, the dollar supply has swollen, but folks just aren’t spending that much, Natixis says.
How CIO Sean Bill Is Successfully Revamping His Portfolio
With good results in hand, he is shifting the allocation of his California transit agency pension fund and health care trust, aiming for still better performance.
Coronavirus - COVID-19
Vaccine Elation Will Lead to the Market’s Fall, BofA Sage Warns
The S&P 500’s happy days are numbered, with investors blind to Washington overreach, says Michael Hartnett.
Don’t Blame Inflation Jitters for Rising Treasury Yields, Bespoke Says
If anything, it’s the prospect of quicker economic growth, by the research group’s reasoning.
One Year Later: 5 Ways the Pandemic Has Changed Investing
A suffering economy, a generous Washington, the homebound blues—all have played a role in scrambling the field over the past 12 months.
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
Not So Junky: Speculative Bond Yields Near 4%
After dire predictions of disaster for high-yield paper, defaults never hit the painful levels forecast last spring.
Everybody Says Higher Interest Rates Are Coming … But When and By How Much?
There are three reasons why, after long dwelling at subterranean levels, the cost of money will eventually poke its head up.
Alternatives
Tips from Druckenmiller: Commodities, Asian Stocks, Big Tech
Despairing of US policy and low interest rates, the billionaire investor makes his case.
Market Moves
Why Joe Biden’s First Year Might Fall Short in Stock Market Terms
Historically, a new president’s initial year is not a barn burner, LPL stats show.