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.
Tag: Inflation
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.
Asset Allocation
Richard Nixon Is the Father of Cryptocurrency, Says BTIG
The 37th president planted the seeds that grew into Bitcoin and its ilk today, the investment house explains.
Market Moves
The Inflation Threat Is Hooey, Even as Money Supply Climbs, Says Savant
Sure, the Fed has created more dollars, but that doesn’t mean they’ll lead to a price spiral, argues David Waddell.
Market Moves
Sure, Delta Cut Goldman’s GDP Forecast, but It’s Not Too Bad
Compared with anemic economic growth in the past decade, things are still looking up.
OK, When Will the Fed Begin Shrinking Its Bond Buying, Anyway?
Split views seen in FOMC minutes are vexing. So let’s hear what Wall Street strategists think.
Alternatives
Allocator Insights Webinar August 17: Consultant’s View
Taylor Mammen, Heidi Poon, and David Tatkow will discuss the best opportunities for investors at 2 p.m.
Here’s Why Inflation Is Up: Oil and Cars, Period
Commonwealth’s McMillan ascribes nasty CPI numbers to a few aberrant items, already cooling off.
Asset Allocation
Goldman: Dollar Rally Will Fizzle
The greenback has advanced almost 4% since May, buts headwinds await, the firm warns.
The Ultimate Diversifier: What Real Assets Are Gaining in Allocator Portfolios
Infrastructure such as bridges and tunnels, plus farmland and other natural resources, is winning new favor.