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On Tuesday, four asset allocators—from Santa Clara VTA, International Paper, Colorado PERA, and Minnesota SBI—will share their insights.
Tag: Inflation
Asset Allocation
Why Jeffrey Gundlach Thinks the Dollar Is ‘Doomed’
Federal and US trade deficits will eventually do a number on the greenback, says the Bond King.
Research
Is the 10-Year Yield Telling Us About Inflation or the Economy? Neither, Says Well Fargo
The big dip may be forecasting exactly nothing, because other factors are making it drop, the bank argues.
Opinion
Op-Ed: The Foundation of a Balanced Portfolio May Be Shifting — Here’s What to Look For
Noah Weisberger, with PGIM, lays out three scenarios for how Fed and fiscal policy could change the way bonds act to hedge equity risk.
Market Moves
Calm Corporate Bond Market Shows Everything Is OK, Says LPL
Tight spreads to Treasurys plus low yields show investors aren’t worried about the economy, strategist Gillum finds.
Market Moves
Dalio’s and Summers’ Dim View on Inflation, Markets, the Economy
The hedge fund honcho and the Harvard economist deride benign forecasts, like the Fed’s.
Jerome Powell Has the Worst Fed Day Record for Stocks
S&P 500 returns are mainly negative on day he announces decisions; not so for prior chairs.
Market Moves
Why the Fed Won’t Tighten Soon: Too Much Unemployment, Says Strategist
The high jobless level counters any push to curb central bank stimulus, argues Commonwealth’s McMillan.
Market Moves
Will High Inflation Do a Number on Stocks? You Bet, Says Goldman
Its 50-year study documents just how an escalating CPI is no friend to the market.
Will a Trimmed-Down Biden Program Zap Stocks?
Investors have been expecting further stimulus to keep juicing the markets, economist Lavorgna warns.
Asset Allocation
CIOs Favor Growth Stocks, Shun Bitcoin, Goldman Sachs Survey Finds
Investment chiefs also said they were bullish on China A shares and expect inflation to peak in the first half of 2022.
Market Moves
Dimon: Minimum Tax on Corporate Proceeds Abroad Is a Very Bad Idea
JPM chief, joined by Citi’s Fraser, says Biden plan will backfire on the US.
Market Moves
There’s a Rolling Correction Happening in Stocks, Says Morgan Stanley’s Wilson
Rotation blues: Tech, small-caps, and utilities are off now, with homebuilders among those that could get dumped next.
Market Moves
The Case for Why China Is a Good Investing Destination
At our symposium, the president of its largest fund manager sketched out that nation’s advantages.
Market Moves
Cathie Wood: The Big Risk Is Deflation, Not Inflation
The founder of Ark Invest laid out potential market winners and losers if her prediction pans out.