What’s Next for Inflation, the Fed, and US Growth
Amid a surprisingly strong economy, Morningstar is more bullish than consensus on falling inflation, GDP growth, and lower interest rates.
September 5, 2023
Stuck-Flation and Cycleless Economies: 6 Key Themes for the Next Five Years
With interest rates globally either near or in the cellar, look for inflation to remain lodged in place and economic growth to continue at a grinding pace.
August 30, 2016
Searching for Yield? Better to Look for Humility and Patience
Low rates are a signal that all is not well with the global economy, making it likely the rally in stocks will end in tears.
August 10, 2016
2 Critical Questions for the FOMC
When it comes to whether or not to hike, policymakers will ponder how much inflation is too much.
July 27, 2016
What the Past Tells Us About the Future of Fixed-Income Returns
For clues as to how European, U.K. and U.S. government bond yields may perform, take a look at Japanese government bonds.
June 22, 2016
Daily Agenda: Murder of U.K. MP Puts Brexit Debate on Hold
Revlon to acquire Elizabeth Arden; Oracle stock boosted by the cloud; CDB Leasing to raise $1 billion in initial public offering.
June 17, 2016
For a Sharply Divided FOMC, It’s All About Inflation
Whereas a lackluster May jobs report hangs over Fed policymakers, sluggish price growth remains the key factor in FOMC policy.
June 14, 2016
Fed Vice Chair Stanley Fischer Shares His Inflation Fears
Fischer has differed with current U.S. Federal Reserve policy by calling for monetary tightening to keep inflation in check.
March 21, 2016
FOMC Meeting: Life After Liftoff
Now that the Fed is pumped and primed to begin hiking rates, it’s investors’ turn to play “wait and see.”
December 15, 2015
Daily Agenda: Markets’ Pullback Reflects Consensus on Fed
Chinese inflation data weaker than expected; Volkswagen downgraded by Fitch; IEA expects oil prices to remain below $80 for years to come.
November 10, 2015