Viewpoints about Inflation
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Service, please! Three-minute macro
Inflation continues to be stubborn, but now we’re focused more on the services component, which is causing the bulk of the pain. Meanwhile, with volatility pretty much everywhere, investors find themselves without many assets to turn to because of rising asset class correlations. Finally, we take a look at the potential of the Brazilian equity market, which looks cheap.
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The Fed remains hawkish, but easing could occur in 2023
The U.S. Federal Reserve's decision to hike rates by 0.75% shouldn't surprise anyone—it was widely expected; however, the bank's latest economic projections caught markets off guard. Read more.
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Time to deliver: Three-minute macro
Delivery times for products are improving, which should help ease inflation pressures. But a hawkish Bank of Canada has us keeping an eye on the housing market, while we think the European equity market is underpricing risk there.
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No shortage of risks: Three-minute macro
We examine why the Russian-Ukraine conflict, persistently high inflation, and the Fed’s long-awaited rate hike have investors scared, and detail how food prices are increasing at the fastest rate in four decades. This and more in this edition of Three-minute macro.
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Inflation’s impact on retirement portfolios: quantifying the future cost today
Small increases in inflation can have outsized consequences for retirees’ portfolios. How do you plan for retirement in a new inflation reality? We quantify how much rising prices can impact investors’ retirement plans, and the changes that can be made to increase the odds of reaching their goals.
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U.S. inflation outlook—10 things to monitor
As concerns about U.S. inflation grows, investors are scrutinizing economic data for clues on what could happen next. We highlight 10 factors to monitor.
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