Tag: Inflation

Mention of price increases dropped sharply in 2Q earnings calls compared with two years before, says FactSet.

The market does get cases of the heebie-jeebies, but in recent times, these have been temporary.

In a Mercer survey, asset owners say they feel ‘resilient’ about market risk and inflation.  

War, expanding debt and high rates demand a multi-strategy approach, says chief of BNY Mellon’s Newton unit.

U.S. Bank survey finds 58% of CFOs are optimistic about prospects three years in the future.

Chair Jerome Powell declares that the Federal Reserve is in no hurry to reduce rates due to sticky inflation.

Research firm overweights equities and bullion, amid pending rate drop.

Shrinking the central bank’s balance sheet has been ongoing for two years.

Several finance savants, including Jamie Dimon, admonish that high inflation and a punk economy could stage a comeback.

Dropping central bank rates will help a lot, with the 10-year Treasury total return rising as much as 13%, the firm contends. 

Everyone expects a soft landing, but Ned Davis sketches how that felicitous result might not happen.

After many years of low borrowing costs, too many people have the delusion that these will return, NEPC warns.

Only to a minor degree, says LPL Financial—goods prices already are low, so there’s a cushion.