Market Moves
With Inflation Expected to Edge Higher, BlackRock Says Buy TIPS
They’re the best way to offset an upward trend in the CPI, the firm advises.
Tag: Inflation
Coronavirus - COVID-19
COVID-19 Spurs Economic Policy, Investment Trends Acceleration
While some changes induced by the pandemic will fade away, others are here to stay.
Market Moves
Market Already Has Priced in Good 2021 Earnings, Says Moody’s
Profit forecasts are heady for next year, after 2020’s bust. But it won’t boost stocks much, John Lonski says.
Asset Allocation
CPPIB, AustralianSuper, UniSuper Invest in US Toll Road
The pension heads in Canada and Australia believe the infrastructure assets will guard against inflation.
Asset Allocation
Expect More Inflation Ahead, but Not 1970s Levels, BlackRock Says
Asset management titan thinks pandemic stimulus and new Fed tolerance should lead to increases in the 2.5% range.
Risk
A Likely Electoral ‘Blue Sweep’ Will Steepen Yield Curve, Credit Suisse Says
With Democrats ruling the White House and Congress, bigger federal spending should spur yield-raising inflation, report contends.
Asset Allocation
Op-Ed: Rethinking Your Inflation-Protection Strategy (Again)
After this year’s swings, longtime investor Tony Waskiewicz takes another look at the benefits of shifting away from traditional techniques to customized strategies.
Market Moves
Remember Those Rate Increases? Big Mistake, Two Fed Governors Now Say
Richard Clarida and Lael Brainard say economic growth would have been stronger without the 2015-18 hikes.
The Fed Will Trigger Hot-Running Inflation, Druckenmiller Warns
In four years or so, due to loose monetary policy, the CPI will be jumping by 5% to 10%, the renowned financier says.
Market Moves
Goldman’s 10 Reasons That the Bull Market Will Resume
An array of forces will juice stocks anew and the early-September drop is just a correction, the firm argues.
Asset Allocation
Ohio Police & Fire Pension Approves 5% Gold Allocation, Earns 9.21% in Q2
The $15.65 billion fund is looking to the precious metal to help with diversification and as an inflation hedge.
Market Moves
Why Jerome Powell Wants to Soften the Fed’s Inflation Target
The central bank’s chair, in his upcoming speech Thursday, is likely to give himself some leeway in case all the stimulus does elevate the CPI.
Market Moves
This Rally Will Last a Long Time, Invesco Predicts
The economy and the stock market should be able to overcome the virus, say the firm’s strategists.
Asset Allocation
Liking Gold’s Ascent? Just Wait for the Plunge, Study Warns
Duke’s Campbell Harvey charts the wacky ups and downs of the precious metal.
Market Moves
How David Einhorn Is Betting on Higher Inflation
Hedge fund chief thinks a small amount of inflation is coming, so he goes for TIPS derivatives, among other plays.