Risk
Fading Inflation? Here Comes a Wage-Price Spiral, BCA Says
Worker pay will accelerate and move beyond the low-end of the comp ladder, the firm’s Berezin warns.
Tag: inflation
Risk
Siegel: Fed Will Hike Rates Soon, Slamming Stocks
The longtime market bull warns that inflation will bring tighter policy and end the equities party.
Asset Allocation
Why the Fed May Raise Rates Sooner Than You Think
Current projections say there will be two hikes in the latter part of 2022.
Risk
Why Inflation Might Not Be Temporary
Officials say inflation won’t last. But commodity prices show no signs of slowing down.
Alternatives
As COVID Recedes, Can Gold Maintain Its Lofty Level?
The commodity has been having a good month despite a recent report of low demand.
About Those Fed Rate Hikes: They Might Take Longer Than You Think
The market expects them to start next year. Maybe not, says LPL’s Gillum.
Asset Allocation
Asset Managers Are Feeling Leery, BofA Survey Finds
The bank says its survey is the ‘least bullish’ since October 2020.
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.
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
The Fed Will ‘Wimp Out’ on Tightening, Roubini Predicts
Dr. Doom’s latest call: Forget about rate hikes or tapering, at least anytime soon.
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.
Will Higher Savings Propel the Economy? Maybe Not
To Larry Summers, today’s trove of saved-up cash will juice consumer spending. TS Lombard is skeptical, due to the persistent virus.
Market Moves
Buy the Dips Is So … Last Month
Investors’ habit of bagging stocks during temporary slips could be going away, El-Erian warns.
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.