It appears that stock investors are not discouraged by the highest inflation in decades or the resulting increase in bond yields, according to an article in Bloomberg. As analysts struggle…
Tag: inflation
U.S. Inflation Could Hit 10%, Warns Gundlach
Billionaire money manager Jeffrey Gundlach of DoubleLine Capital predicts that U.S. inflation could reach up to 10% this year, reiterating the need for the Fed to act aggressively, reports an…
Jeremy Siegel: The Fed Is Wrong About Inflation, Needs To Bite The Bullet
In an interview with CNBC, renowned Wharton finance professor Jeremy Siegel maintains that the Fed has been terribly wrong about inflation, making a series of mistakes that have pushed it…
There’s No One Way to Make Your Investments Inflation-Proof
Inflation is at a 40-year high, and as rising prices threaten the purchasing strength of assets, investors are scrambling to protect their portfolios. But there’s no one perfect way to…
Commodities Gauges Underpin Goldman’s Bullish Stance
A top Goldman Sachs analyst says “we’re out of everything” and that commodities futures contracts trading are in backwardation at rates nots seen since 1997, reports an article in Bloomberg.…
Inflation Is Here To Stay
Inflation isn’t transitory, posit two of the world’s biggest asset managers, and a safe refuge will be hard to find. This from an article in Bloomberg Opinion. In an interview…
The Spike in Real Rates Is Just The Beginning
In a note to clients, Dennis DeBusschere, voted the #1 U.S. portfolio strategist in Institutional Investor’s 2021 survey, says that higher rates are not an obstacle for the S&P 500’s…
Current Inflation Defies Old Models
Defying predictions that inflation would be around 2.5% at 2021’s end, it’s now over 6%, and neither the supply side nor the demand side by themselves is to blame. The…
What If Inflation Doesn’t Come Down?
An opinion piece in CFA Institute posits that inflation will decline in 2022 and beyond, but poses the question of what could happen if inflation isn’t as transitory as many…
Inflation, Factors & Stock Returns with O’Shaughnessy Asset Management’s Ehren Stanhope
In this episode, we speak with O’Shaughnessy Asset Management’s Ehren Stanhope about his excellent research paper “The Great Inflation, Factors, and Stock Returns.” We discuss the history of inflation and…