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

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

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Regions' Thurber sees plenty of worries for the market to keep climbing on

Brandon Thurber, chief market strategist at Regions Asset Management, says that despite a prevailing sense of nervousness, the market can remain on its upswing, and is likely to see a pickup after mid-term elections and lasting at least through the first quarter of 2027. With int ...  Show more

WCG's Leger: 'Valuations matter zero' when earnings are driving everything

Talley Leger, chief market strategist at The Wealth Consulting Group, says he sees the stock market rallying into the first quarter of 2027, noting that "earnings drive stocks and rates make noise." At that point, Leger expects the Standard & Poor's 500 to hit the 8,500 target he ...  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