Tag: Inflation
Guru Wien’s Investor Read Is Downbeat
They are worried about the pandemic, GDP, inflation and Ukraine, he finds.
New York State Pension Loses $26 Billion in Asset Value in Q1
Common Retirement Fund reports 8.24% loss amid volatile markets, rising inflation and war.
How Value Investing Has Changed
Some growth stocks are now in the bargain category. Hare, welcome to tortoise-hood.
Volcker’s Lesson for Today’s Fed: Don’t Pivot
PIMCO’s Crescenzi touts the steadiness of the central bank chief who conquered inflation four decades ago.
Maryland State Retirement System Loses 3% in Fiscal Year 2022
Despite the loss, the pension fund beat its benchmark by 53 basis points.
PIMCO Sees Opportunity in Emerging Markets Bonds
Central banks in emerging markets have hiked at different speeds, with the best currency gains going to an aggressive Brazil.
CalSTRS Loses 1.3% in Fiscal Year 2022
Market slump causes $262 billion drop in U.S. public pensions’ funding levels in June.
Get Ready for an L-Shaped Recession, Warns Credit Suisse
Did You Enjoy the July Rally? Too Bad It Was Temporary
Inflation, Fed rate hikes and an inverted yield curve are all undermining what seems like a new bull market, says Comerica’s Lynch.
How Realistic Is Getting Inflation Back to Near 2%?
A lot of wise souls think that goal is achievable—despite the heavy weather blocking the way.
Big Whoop: Tiny Money Market Rates Finally Hit 1%
Unimpressed, as inflation sits at 8.6%, investors so far aren’t pouring into the money funds.
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.
So When Will This Recession Arrive, Anyway?
