Market Moves
Forget about Inflation, Deflation Is the Real Threat, BofA Says
The massive Washington stimulus raises fears of spiraling prices. But those anxieties are off-base, bank economist Harris contends.
Tag: inflation
Why Do Small-Caps Keep Getting Knocked Off the Game Board?
Perils waylay these stocks, which haven’t caught a break in years. Ah, but some hope exists.
Coronavirus - COVID-19
Earnings Will Take Up to 4 Years to Recover, Leuthold Says
That’s the max for EPS retreats in the past, and this recession will be a lulu, the firm’s Ramsey believes.
Coronavirus - COVID-19
And Now, the Case for a 2020 Recession
IHS Markit sees one hitting in the second quarter and lasting to year-end.
Rethinking Your Inflation-Protection Strategy
Longtime CIO Tony Waskiewicz shares his three-step process for inflation-sensitive assets.
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 …
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.