Risk
Uh-Oh, Consumers’ Confidence Fades, So Their Spending Should, Too, Economist Says
Natixis’ Lavorgna says people’s current high outlays can’t stay that way for long.
Tag: Inflation
Risk
Savant Bob Doll’s 10 Predictions for 2022
The Crossmark CIO sees a more challenging year ahead, and reviews his hits and misses from 2021.
Asset Allocation
Byron Wien: Gold Price Will Hit Record This Year
The Wall Street sage issues a prediction for the metal among his 10 expected ‘surprises’ for 2022.
Regulation
UK State Pension Struggling to Manage Inflation
The government’s decision to not increase pension payments in step with inflation in 2022 has angered many.
Risk
Inflation, the Public’s Main Bogeyman, Is Peaking, Says Wall Street Savant
Commodities are starting to drop in price and new supply will ease housing costs, argues economist David Rosenberg.
Risk
How Low Can You Go? Strategists Compete for Lowest 2022 GDP Growth
At the head of the pessimistic pack is Natixis’ Lavorgna, with a scant 2% projection.
Risk
Fading Inflation? Here Comes a Wage-Price Spiral, BCA Says
Worker pay will accelerate and move beyond the low-end of the comp ladder, the firm’s Berezin warns.
Risk
Siegel: Fed Will Hike Rates Soon, Slamming Stocks
The longtime market bull warns that inflation will bring tighter policy and end the equities party.
Asset Allocation
Why the Fed May Raise Rates Sooner Than You Think
Current projections say there will be two hikes in the latter part of 2022.
Risk
Why Inflation Might Not Be Temporary
Officials say inflation won’t last. But commodity prices show no signs of slowing down.
Alternatives
As COVID Recedes, Can Gold Maintain Its Lofty Level?
The commodity has been having a good month despite a recent report of low demand.
About Those Fed Rate Hikes: They Might Take Longer Than You Think
The market expects them to start next year. Maybe not, says LPL’s Gillum.
Asset Allocation
Asset Managers Are Feeling Leery, BofA Survey Finds
The bank says its survey is the ‘least bullish’ since October 2020.
Hey, Inflation Might Be Good for Us, Says Paulsen
Price boosts of 3% or so would spur the economy and stocks, the Leuthold strategist argues.
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.