Inflation

Outlook for Treasury inflation-protected securities

Outlook for Treasury inflation-protected securities

While this might seem like a non-intuitive point, after exploring the mechanics of TIPS, it should become clear that the asset class may experience headwinds.

April 09, 2014 | 12:01 am

Act before inflation returns

Rather than wait, now is the time to develop a strategy to protect portfolios from an unwelcome inflationary episode.

April 08, 2014 | 12:01 am
Emerging markets crisis and inflation expectations

Emerging markets crisis and inflation expectations

The woes of emerging economies could temper the Fed’s tapering in coming months by strengthening the dollar, which could push U.S. inflation closer to zero. The J.P. Morgan Trade-Weighted...

January 30, 2014 | 03:32 pm
Senate confirms Yellen as Fed chairwoman

Senate confirms Yellen as Fed chairwoman

Janet Yellen was confirmed by the U.S. Senate as chairwoman of the Federal Reserve.

January 06, 2014 | 06:13 pm
Fed doesn't change interest rates, quantitative easing

Fed doesn't change interest rates, quantitative easing

Despite seeing signs of “growing underlying strength” and diminished downside risk in the economy, members of the Federal Open Market Committee meeting in Washington on Wednesday decided...

October 30, 2013 | 03:54 pm
El-Erian: Major economies, investors must address inflation in 'medium term'

El-Erian: Major economies, investors must address inflation in 'medium term'

The U.S. inflation rate should be in the 1.5% to 2% range in the next 12 months, compared to the current rate of 1.4%, Mohamed El-Erian, CEO and co-chief investment officer of Pacific Investment...

October 28, 2013 | 02:50 pm

Policies turning around Japan from lost decades

After two lost decades, the Nikkei 225 index's surge of more than 50% since November caught the attention of investors.

July 22, 2013

FOMC members signal possible rate hike

Members of the Federal Open Market Committee meeting in Washington signaled a greater willingness to consider raising the federal funds rate, based on their assessment of appropriate rate targets...

June 19, 2013 | 03:37 pm

Connecticut Retirement to search for global inflation-linked bonds managers

Connecticut Retirement Plans & Trust Funds, Hartford, will issue an RFP to hire one or more managers of global inflation-linked bonds.

April 12, 2013 | 02:31 pm
Fed's course could make for an interesting 2013

Fed's course could make for an interesting 2013

Institutional fixed-income money managers are concerned the Federal Reserve's monetary policy stimulus moves in 2013 could include harder targets for adjusting the federal funds interest rate that...

December 24, 2012
Dan Fuss comments on the fiscal cliff, Europe

Dan Fuss comments on the fiscal cliff, Europe

The economic outlook for 2013 remains clouded by the on-going fiscal cliff talks in Washington and overall government debt levels here and abroad, Loomis Sayles Vice Chairman Dan Fuss, said in a...

December 20, 2012 | 12:01 am

Equity shift to start in 2013, Bank of America Merrill Lynch says

Next year will mark the beginning of the “great rotation” to equities from bonds, according to Bank of America Merrill Lynch economists and strategists.

December 11, 2012 | 04:03 pm
College and health-care costs soar despite low headline inflation numbers

College and health-care costs soar despite low headline inflation numbers

Despite the enormous amount of liquidity pumped into the global economy over the past few years by numerous central banks, inflation remains remarkably subdued around the world. Maybe governments are ...

October 18, 2012 | 02:00 pm
Quantitative easing boosting not only stocks but also inflationary expectations

Quantitative easing boosting not only stocks but also inflationary expectations

In addition to driving stock prices higher, the Fed's quantitative easing policies have succeeded in boosting inflationary expectations as measured by the spread between the 10-year Treasury yield...

October 02, 2012 | 12:32 pm
Money managers respond to Bernanke's speech

Money managers respond to Bernanke's speech

A new large-scale asset-purchase program from the Federal Reserve seems more likely following remarks Friday by Chairman Ben S. Bernanke at an economic symposium in Jackson Hole, Wyo.

August 31, 2012 | 03:52 pm