Tag: Inflation

Market Moves August 26, 2020

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 August 20, 2020

The economy and the stock market should be able to overcome the virus, say the firm’s strategists.

Asset Allocation August 7, 2020

Duke’s Campbell Harvey charts the wacky ups and downs of the precious metal.

Market Moves August 6, 2020

Hedge fund chief thinks a small amount of inflation is coming, so he goes for TIPS derivatives, among other plays.

Pensions July 31, 2020

Pension board also approves reduction in assumed rate of inflation to 2.5%.

Market Moves July 29, 2020

Tumbling value for the greenback could end its status as the world’s reserve currency, the firm’s analysts say.

Market Drilldown July 7, 2020

Unlikely. Here’s why, despite all that federal money sloshing around in the system, price rises should stay tame.

Market Moves May 18, 2020

The massive Washington stimulus raises fears of spiraling prices. But those anxieties are off-base, bank economist Harris contends.

Market Drilldown April 21, 2020

Perils waylay these stocks, which haven’t caught a break in years. Ah, but some hope exists.

Coronavirus - COVID-19 April 20, 2020

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 March 18, 2020

IHS Markit sees one hitting in the second quarter and lasting to year-end.

Shop Talk March 12, 2020

Longtime CIO Tony Waskiewicz shares his three-step process for inflation-sensitive assets.

Market Drilldown February 11, 2020

Perhaps the Chinese or robots or health care costs or baby boomers or …

Market Moves February 10, 2020

Hedge fund kahuna laments that markets aren’t prepared for a return bout of soaring prices.

Risk January 21, 2020

Then resembles now a lot, says State Street’s Arone. And we know how the 1920s ended.