Ally's Bell sounds an alarm on inflation coming this summer.

Ally's Bell sounds an alarm on inflation comi...

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Sage Advisory's Williams: Adjust your risk, but don't leave the party now

Rob Williams, chief investment strategist at Sage Advisory Services, says that investors are seeing cracks in this seemingly unbreakable market trend, noting that the capital expenditures trends that have been driving the market can't continue forever, but notes that "it's hard t ...  Show more

Louie Navellier on the U.S. 'still winning' despite the nervous headlines

Veteran Wall Street analyst and money manager Louie Navellier, president of Navellier & Associates, has been saying since the outbreak of war in the Middle East that the domestic stock market and the energy industry would be big winners from the situation, and he says those condi ...  Show more

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The expectation of increased inflation is stirring concerns among investors, but the actual market for expected inflation suggests the Fed is on the right track.

 

Top of Mind: Reflation Risk
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With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrence Summers to former IMF Chief Economist Olivier Blanchard have raised concerns that the U.S. economy could be headed for overheati ...  Show more

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Faster price rises are coming as countries recover from the pandemic. But how painful will it be for consumers and the global economy? Mohamed El-Erian, economic adviser and president of Queens' College, Cambridge, thinks central banks are already behind the curve when it comes t ...  Show more

Surveillance: Risk That Fed Could Go Faster, Kiesel Says
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PIMCO's Mark Kiesel says the main risk to the U.S. is a pickup in inflation. Prior to that, Jason Trennert, Strategas Research Partners' chairman, says the Fed is content to let inflation run a little hot. Stewart Warther, BNP Paribas' derivatives strategist, says there is less i ...  Show more