In a recent CNBC interview, Investor Stan Druckenmiller says the markets are in a “raging mania” and inflation could hit 5% to 10% in the next four to five years.…
Tag: inflation
Fuss Says 1970s-Style Inflation Coming
Loomis Sayles vice chairman Dan Fuss is confident that the long-term outlook includes 1970s-style inflation and doubts that the U.S. economy is headed for a V-shaped recovery. This according to…
Big Tech Won’t Protect You from Inflation
Although over the past decade a balanced, 60/40 portfolio has been considered an “effortless winner” for investors, a recent Bloomberg article says “now we live in extraordinary times that demand…
A Contrarian Bet on Inflation by Fund Giants BlackRock, Pimco and Vanguard
Although inflation has long fallen short of the Federal Reserve’s 2 percent target for years, some of the biggest funds are betting on the tide turning, according to an article…
Yardeni Says Inflation is Dead
Market strategist and economist Ed Yardeni says recent concerns about rising interest rates, wages and deficits are “overshadowed by more powerful long-term forces,” according to a recent article in Financial…
How 3% Yields Could Change the Investing Landscape
Rising Treasury yields are “prompting investors to dust off their playbooks for how to trade in an era of relatively higher rates,” according to a recent Bloomberg article. The article…
Is There Good News in Rising Bond Yields?
The rise in bond yields since last month’s market correction could be good news for investors, but the challenge comes in identifying the point at which the trend could be…
Paul Tudor Jones Says Inflation is Looming
Hedge fund manager Paul Tudor Jones believes that inflation is “about to appear ‘with a vengeance’ and may force the new Federal Reserve chair to accelerate interest-rate hikes,” according to…
The "Near Perfect" Investing Environment May End Soon
For the past two decades, government bonds have moved in the opposite direction of equities in the short run but have produced similarly strong gains in the long run, representing…
Pimco Adviser Says Market's Lack of Fear is Scary
As many expect the current bull market to last longer, Pimco global economic adviser Joachim Fels recently told Bloomberg TV, “The fact that the fear is gone is the main…