Who’s the Culprit for Why American Wage Growth Is Going Nowhere?
Perhaps the Chinese or robots or health care costs or baby boomers or …
Tag: inflation
Market Moves
Ken Griffin: Nobody Cares About Inflation, but They Should
Hedge fund kahuna laments that markets aren’t prepared for a return bout of soaring prices.
Risk
Scary Similarity: The Roaring Twenties and Today
Then resembles now a lot, says State Street’s Arone. And we know how the 1920s ended.
Research
Cost of Living Fears Trump Investor Confidence
Despite highest levels of investor confidence since 2018, fears stunt plans for investment.
News
Goldman Warns of a ‘Baby Bear’ Market in Bonds for 2020
Despite expected Fed inaction next year, a strong economy will lift interest rates, the firm forecasts.
Risk
Changing RPI to CPIH Will Have Big Impact on UK Pensions
New inflation gauge will be ‘huge good news for some and huge bad news for others.’
Research
Low Inflation, Eh? Just Look at Housing Costs
Recent CPI blip owes a lot to shelter, which is a third of the price gauge and rising at 3% yearly.
Risk
The University of California Pension Fund Lowers Expected Rate of Return
The giant fund is succumbing to lower inflation assumptions.
How Sustainable Is the Gold Rally?
As the metal shoots over $1,500 and looks to head higher, questions arise about its volatility.
Inflation Is Dead: What’s Needed to Reanimate It?
A growing younger population and rich emerging markets could return it to life. Meanwhile, expect a decade or more of quiescence.
Don’t Be Fooled by Inflated Private Equity Returns
Longer-term subscription lines of credit are becoming increasingly widespread.
Global, US Economies Should Be Fine Through 2019, Bank Says
Growth is expected to slow next year, though, according to BNP Paribas.
High Wage Growth Means Fed Will Stay on Rate-Hike Course
When the market has been good before the ninth month, its poor rep doesn’t matter.
High GDP May Lead to Market Problems, Paulsen Says
Leuthold strategist fears hot economy will push up inflation, threatening advance.
Inflation Outlook Isn’t that Bad, Ditto Rate Hikes
Even with core CPI the highest in 10 years, the number shouldn’t ‘spook’ the Fed, says Pantheon’s Shepherdson.