…sniff,” Gross writes in his latest commentary on PIMCO’s web site. “Once dominated by defense spending, these three categories now account for 44% of total Federal spending and are steadily…
Search Results for: federal reserve
Dreman: Prepare Now for Inflation
…years out, it will reappear with unexpected ferocity.” Dreman says the huge money-printing and quantitative easing policies of the Federal Reserve — and President Obama’s “nonstarter” of a deficit-reduction plan…
Yacktman: Blue Chips Still Selling Near 18-Year Lows
…Yacktman also says inflation is coming, thanks to the Federal Reserve’s efforts to inflate the economy in order to stabilize real estate prices. But he says the companies he focuses…
Siegel: Fed Needs to Start Thinking about Rate Hikes
Wharton professor and Stocks for the Long Run author Jeremy Siegel says recent inflation numbers are “a bit troubling”, and thinks the Federal Reserve by this coming autumn should begin…
Mobius Envisions the Next Decade
…fact, it could possibly play a greater role in the global economy in 2020 than it does today,” he writes. He also says China’s Renminbi could become a global reserve…
Grantham Planning to Cut Back on Equities
…for the short term, particularly given that the economy is “on steroids” thanks to the Federal Reserve’s quantitative easing program. “It always gets a kicker and this is extra,” he…
Ritholtz Talks Post-QE2
Barry Ritholtz of The Big Picture blog and FusionIQ says the end of the Federal Reserve’s quantitative easing policies should mean a drop in many asset classes. Here he discusses…
Gross on Unemployment, Inflation
…due to structural forces, and how much is due to cyclical forces, and says that inflation is more of an issue than Federal Reserve Chairman Ben Bernanke is suggesting. [youtube=http://www.youtube.com/watch?v=uJjydpBW82I]…
Sonders Talks Inflation, Interest Rates
…tells Dow Jones that she thinks the Federal Reserve will continue with its lax monetary policy at least through the end of the year, though she thinks it would be…
Food Price Surges Not Yet Leading to Core Inflation, Says Sonders
…rising input costs to the end consumer. Rising commodity prices can’t create pricing power where it didn’t exist before.” Sonders says that while the Federal Reserve has pumped huge amounts…