Signs of inflation are picking up, as more consumer products companies warn that supply shortages may lead to price increases. This according to a recent Bloomberg article. “Rising prices and…
Tag: inflation
Introducing the ‘Inflation Profiteers’
A recent Forbes article argues that inflation is hard to stop because, although “every politician and government functionary professes to abhor” it, “inflation has many winners.” The article lists the…
The Biggest Risk to the Stock Market
Inflation is more important to the U.S. stock market than interest rates, writes Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, in a recent Fortune article. Analyzing…
Dan Fuss on Re-Engineering a 60/40 Portfolio
In today’s rising interest rate environment, Loomis Sayles Vice Chairman Dan Fuss says he would tilt the stock-bond mix toward equities. This according to a recent article in Financial Advisor…
Stock Market Playbook Rewritten by Inflation Angst
Inflation is bad news for bond investors but can be less “’categorically awful” for equity traders, “given the ability of certain companies to wring profits from higher prices.” This according…
This Group Likes Accelerating Inflation
In a recent MarketWatch article, contributor Mark Hulbert asserts that while most investors don’t like rising inflation, value investors are an exception. Value investors, Hulbert argues, “are keenly aware that…
Fed: Possible Win from Rising Bond Yields and Inflation Expectations
A recent article in Reuters reports that Federal Reserve officials are hopeful that a recent rise in U.S. bond yields and inflation expectations may indicate that its new monetary approach…
Corporate Bond Demand Drives Inflation-Adjusted Yields to Zero
For the first time, U.S. corporate bonds are yielding less than expected inflation, highlighting how the demand for fixed-income assets is dampening their potential returns. This according to a recent…
The Toxic Cloud Behind the Stock Recovery
While the stock market’s recovery since March has been notable, the “combination of events in the last few months has been toxic for some of the crucial building blocks of…
Interview: Making Sense of Fed Intervention, Fiscal Stimulus and MMT with Cullen Roche
The way economic policy is implemented has undergone some major changes in the past decade. The Federal Reserve’s response to the Great Financial Crisis, and the continued quantitative easing in…