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.
Tag: inflation
Risk
So When Will This Recession Arrive, Anyway?
A lot of the Wall Street commentariat doesn’t believe we’ll get the much-feared downturn.
Risk
Bear Markets and Recessions Don’t Always Go Together, Says Stovall
Turns out that, since World War II, three bears didn’t lead to a recession, CFRA research shows.
Risk
Could the 3% Yield Be the Trigger for the Bond Rally?
One school of thought: the 10-year Treasury hitting that level signals a growth slowdown.
Asset Allocation
Why Bond Prices, Shellacked Lately, Are Finally Turning Around
Stocks have fallen so much that fixed income seems to be resuming its status as a safe haven, analysts contend.
What Would It Take to Lower the Almighty Dollar?
Try a recession, or sanction-fueled suspicions, or high debt. But the buck’s dominance should continue, experts say.
Newsmakers
Expect Chronic Inflation, Says CIO of Singapore’s Sovereign Wealth Fund
At the Milken Institute Global Conference, institutional investors discussed rethinking their allocations, as the inflationary environment seems likely to be here for the long haul.
Risk
What Worries CIOs Most? Inflation and Valuations
CaseyQuirk’s Sentiment Survey shows allocators are hustling to beat higher prices with private investments.
Newsmakers
Canadian, UK DB Plans Improve Despite Market Volatility and Inflation
Rising bond yields more than offset investment losses to reduce pension liabilities.
Manager Selection
How Ash Williams Aims to Help JPM in His New Job
The former Florida SBA chief will give the bank his strategic counsel and serve as a public face in these challenging times.
Risk
Wall Street Expects a Slowdown, Not a Recession, But …
The one skunk at the picnic is pessimistic Deutsche Bank, which sees trouble ahead.
Risk
Inflation: Why the Late 1940s Better Matches Today, Says Guggenheim
Not the 1970s, which is most often cited as the historical precedent, says firm CIO Scott Minerd. If so, that’s good news for us.
Risk
What It Would Take for Powell to Get His Soft Landing
Former New York Fed head Dudley thinks the central bank’s quest is doomed. Is he right?
Risk
Will the Fed’s Just-Started Tightening Squelch the Stock Market?
Probably not, says LPL’s Detrick, as he trots out some historical precedents.
Risk
How Escalating Inflation Can Produce a Recession
Natixis’ Lavorgna sketches out how higher prices shrinks consumers’ income—and imperil the economy.