Asset Allocation
Expect More Inflation Ahead, but Not 1970s Levels, BlackRock Says
Asset management titan thinks pandemic stimulus and new Fed tolerance should lead to increases in the 2.5% range.
Tag: inflation
Risk
A Likely Electoral ‘Blue Sweep’ Will Steepen Yield Curve, Credit Suisse Says
With Democrats ruling the White House and Congress, bigger federal spending should spur yield-raising inflation, report contends.
Asset Allocation
Op-Ed: Rethinking Your Inflation-Protection Strategy (Again)
After this year’s swings, longtime investor Tony Waskiewicz takes another look at the benefits of shifting away from traditional techniques to customized strategies.
Market Moves
Remember Those Rate Increases? Big Mistake, Two Fed Governors Now Say
Richard Clarida and Lael Brainard say economic growth would have been stronger without the 2015-18 hikes.
The Fed Will Trigger Hot-Running Inflation, Druckenmiller Warns
In four years or so, due to loose monetary policy, the CPI will be jumping by 5% to 10%, the renowned financier says.
Market Moves
Goldman’s 10 Reasons That the Bull Market Will Resume
An array of forces will juice stocks anew and the early-September drop is just a correction, the firm argues.
Asset Allocation
Ohio Police & Fire Pension Approves 5% Gold Allocation, Earns 9.21% in Q2
The $15.65 billion fund is looking to the precious metal to help with diversification and as an inflation hedge.
Market Moves
Why Jerome Powell Wants to Soften the Fed’s Inflation Target
The central bank’s chair, in his upcoming speech Thursday, is likely to give himself some leeway in case all the stimulus does elevate the CPI.
Market Moves
This Rally Will Last a Long Time, Invesco Predicts
The economy and the stock market should be able to overcome the virus, say the firm’s strategists.
Asset Allocation
Liking Gold’s Ascent? Just Wait for the Plunge, Study Warns
Duke’s Campbell Harvey charts the wacky ups and downs of the precious metal.
Market Moves
How David Einhorn Is Betting on Higher Inflation
Hedge fund chief thinks a small amount of inflation is coming, so he goes for TIPS derivatives, among other plays.
Pensions
Pennsylvania SERS Cuts Investment Return Rate Assumption to 7%
Pension board also approves reduction in assumed rate of inflation to 2.5%.
Market Moves
The Dollar Is in Peril of Getting Knocked Off Its Perch, Goldman Warns
Tumbling value for the greenback could end its status as the world’s reserve currency, the firm’s analysts say.
Will Mega-Stimulus Bring Inflation After COVID and Recession Are Gone?
Unlikely. Here’s why, despite all that federal money sloshing around in the system, price rises should stay tame.
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.