Risk
What If Inflation Is Stuck at 3%, Derailing Fed Reductions?
The central bank wants the price index growth to ratchet down to 2%.
Tag: PCE
Research
Inflation Is Down, but How Long Will That Last?
For several years, a Natixis report finds, as the price trends mostly point downward.
Research
Bernanke: 4.3% Jobless Rate Needed to Get Inflation Back to Pre-Pandemic Level
Former Fed chief puts a number on the level of employment-related pain needed to hit price-rise target.
Risk
Look Out: Treasury Volatility May Not Be Over
Ongoing worries, such as the debt-limit clash, could bring it roaring back, warns Bank of America.
How Realistic Is Getting Inflation Back to Near 2%?
A lot of wise souls think that goal is achievable—despite the heavy weather blocking the way.
Regulation
The Fed Isn’t Planning to Lift Rates High Enough, Says Summers
The central bank seems too timid to really dampen today’s high inflation, the former Treasury secretary warns.
Market Moves
Sure, Delta Cut Goldman’s GDP Forecast, but It’s Not Too Bad
Compared with anemic economic growth in the past decade, things are still looking up.
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 Mega-Stimulus Bring Inflation After COVID and Recession Are Gone?
Unlikely. Here’s why, despite all that federal money sloshing around in the system, price rises should stay tame.
Research
Low Inflation, Eh? Just Look at Housing Costs
Recent CPI blip owes a lot to shelter, which is a third of the price gauge and rising at 3% yearly.