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Here are four worrying signs that inflation may persist, from a bond fund manager

Here are four worrying signs that inflation may persist, from a bond fund manager

Leave a Comment / Economy / By

What last week’s consumer prices and then Tuesday’s producer price index data both show is that the market was pricing in more bad news on the inflation front than of relief, and therefore large short cover rallies when the data is weaker than expected. SocGen This graph from Societe Generale clearly shows that the biggest …

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Even JPMorgan bullish strategist Kolanovic says the markets are getting ahead of themselves. Here's what he and a Goldman strategist say do now.

Even JPMorgan bullish strategist Kolanovic says the markets are getting ahead of themselves. Here’s what he and a Goldman strategist say do now.

Leave a Comment / Markets / By

A bullish day is looming for equities after more upbeat inflation news as producer prices fell more than expected. That’s when the clock ticks down to Wednesday’s retail sales report. But while some investors cling to hope that last week’s stock run started with last week’s weaker CPI inflation report, Wall Street remains wary, with …

Even JPMorgan bullish strategist Kolanovic says the markets are getting ahead of themselves. Here’s what he and a Goldman strategist say do now. Read More »