This content is from: Portfolio Ray Dalio Says Stagflation Is Coming The Fed’s policies “have not been good,” leaving the central bank with few options, according to the Bridgewater Associates founder. By Michelle Celarier June 21, 2022
This content is from: Portfolio Richard Bernstein: Overreacting to Fixed Income Sell-Off Will Be Costly “Clearly the upside-downside has shifted, creating an opportunity for us that we have not seen in some time,” says RBA’s Michael Contopoulos. By Jessica Hamlin June 16, 2022
This content is from: Portfolio Bill Ackman Says the Fed Needs to Be More ‘Aggressive,’ Citing Specter of Stagflation “Are we going to find ourselves in a late 70s, early 80s period and have to have a Paul Volcker response?” he asked on a call with investors Monday. By Michelle Celarier May 23, 2022
This content is from: Portfolio Corporate Pension Health Continues to Worsen in May Still, the aggregate funded ratio of corporate pension plans increased by 0.9 percent — 2.6 percentage points — over the past year. By Jessica Hamlin June 06, 2022