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…
Tag: inflation
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…