
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.
Former New York Fed head Dudley thinks the central bank’s quest is doomed. Is he right?
Probably not, says LPL’s Detrick, as he trots out some historical precedents.
Natixis’ Lavorgna sketches out how higher prices shrinks consumers’ income—and imperil the economy.