Inflation
'Inflation could increase skepticism of a potential customer’s ability to afford life and annuity products, especially in the middle market,” said an AM Best analyst.
Is the Fed Put Gone Forever?
'The Fed has turned hawkish belatedly due to a policy error on inflation. But it will have to back off as asset prices decline, yield curve approaches inversion—a telltale...
How to Dodge the ‘Inflation Ninja’
'Inflation is like a ninja,' write the authors of a timely article in The Journal of Investing. These experts from the CFA Institute and Franklin Templeton review the major...
What to Do in Case of Sustained Inflation
'Are you interested in an inflation hedge (something that closely tracks inflation) or a store of value (something that will preserve purchasing power)?' asks the GMO value-investing guru.
Imagining the Post-Pandemic Economy
The federal government’s deficit will eventually need to be brought down, but it will nonetheless be appropriate for the government to spend more than it would have spent in...
A Different Way to Think about the Inflation Rate
'The Fed has said absolutely, for sure, don’t even ask, that they aren’t thinking about thinking about thinking about raising interest rates anytime soon,' writes this Fed-watcher at the...