Tag
#inflation
79 articles
Stagflation 2.0
Today's economic environment is reminding investors of the so-called "stagflation" that affected developed economies throughout the 1970s and 1980s. These periods were marked by slowing economic growth, rising inflation and growing unemployment.
25 Mar 2022
Higher Inflation And Rates Hikes Ahead
Russia's invasion of Ukraine is likely to raise inflation according to Jerome Powell, which would be a blow to the Fed's predictions of easing pricing pressures in the coming months.
04 Mar 2022
Deflation? Not So Fast...
In a webinar on Tuesday, ARK Invest's Cathie Wood doubled down on her prediction that deflation, not inflation, will be the most important driver in the US economy in the coming year.
11 Jan 2022
The Fed Blunders, Again
After a relatively large miscalculation of inflation, supply chain bottlenecks and labour shortages, the Fed is now trying to work back against some of its mistakes. Yet, this time, many investors fear that the Fed might act too strongly and push the economy into recession.
06 Jan 2022
A New Hawkish Normal
As it confronts growing inflation pressures, Federal Reserve Chairman Jerome Powell suggested on Tuesday that the central bank may remove its support faster than initially planned.
01 Dec 2021
Buying (At) Discount Stores?
Spending at discount stores increased by 65% in the week ending November 7 compared to the same period last year, according credit and debit card transaction data from Facteus which was first reported by Bloomberg.
26 Nov 2021
Inflation Sticks But Is Growth Sustainable?
Producer prices in the United States surged significantly in October, owing to rising costs for gasoline and motor vehicle retailing, implying that high inflation may linger for some time due to the pandemic's tight supply chains.
24 Nov 2021
U.S. Consumer Confidence Rises
Consumer confidence in the United States unexpectedly increased in October, indicating that economic development was picking up after a tumultuous third quarter, as concerns about high inflation were countered by strengthening labor market prospects.
27 Oct 2021
Inflation Concerns Pressure Stocks
Soaring gas prices, staff shortages, a lack of ships are putting the view that inflation will be transitory to the test. While central bankers are confident that inflation will fall, they are beginning to acknowledge that it may remain higher for longer.
05 Oct 2021
Hawkish Inflation Chorus
After last week's hawkish central bank chorus, ten-year Treasury rates are already up 8 basis points this week, leading a worldwide surge up in government borrowing costs.
28 Sept 2021
Higher Interest Rates? Bullard Says "Yes"
St. Louis Federal Reserve Bank President James Bullard thinks that the pandemic may have pushed the U.S. into an era of stronger growth and higher productivity. In contrast with the last decade of low growth, low productivity and low inflation.
04 Aug 2021
Bubbles? What Grantham Is Seeing
Right now, Grantham believes that the stimulus, vaccine optimism and the ongoing economic recovery have enabled investors to buy some time. Yet, serious issues such as rising interest rates, sustained inflation, labor shortages and exploding commodity prices could trigger the next fall.
22 Jul 2021
5.4% Inflation - Largest Jump In Almost 13 Years
In June, inflation continued its rapid ascend, rising at its fastest pace in nearly 13 years amid an ongoing increase in the cost of used vehicles, food and energy.
13 Jul 2021
Bubbles, What Bubbles?
We remain cautious on current valuations and are not in a hurry to buy over-valued growth stocks, we prefer to let some time pass for inflationary pressure to cool down.
30 Jun 2021
Growth Versus The Fed
Inflation fears faded at the start of the week as Fed officials repeatedly downplayed the effects of higher price pressures and have confirmed their belief that the Central Bank could engineer a soft landing.
30 Jun 2021
Inflation And The Fed, What Lies Ahead?
We have been cautious on U.S.-valuations since these reached new heights at the start of the year. After a sell-off, most growth stocks regained some steam. Where could this go?
30 Jun 2021
U.S. Stocks, Jobs & Inflation
Inflation sped up in April and exceeded expectations as consumers prices increased by 4.2% while economists expected a more moderate 3.6% gain.
30 Jun 2021
Where Is Inflation Going?
A rise in wages could demonstrate that inflation is lasting rather than transitory. Eventually forcing the FED to intervene by raising rates.
30 Jun 2021
LVMH, Luxury's Growth Champion
LVMH is a French luxury conglomerate that has grown through an aggressive acquisition strategy, transforming it into the largest luxury group
30 Jun 2021
