Inflation Will Fall, Just Not the Way You Think

Inflation Will Fall, Just Not the Way You Thi...

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Asking Prices vs Reality: The True State of the Housing Market

Are UK house prices really taking off — or is something else at play? On this week’s personal finance edition of Merryn Talks Money, Merryn Somerset Webb and John Stepek dig into the latest eye-catching figures and reveal why the “surge” may not be quite what it seems. From the p ...  Show more

GMO's Jeremy Grantham on buying start-ups, an AI bubble and why the small-cap premium is a myth

For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about bubbles before they burst, from Japanese equities in the late 1980s to US tech stock ...  Show more

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The 1982 playbook
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After a hotter-than-expected inflation report, questions about fiscal and monetary policy are becoming increasingly urgent. What could it all mean for investors? Anshul Sehgal, head of US interest rate products in Goldman Sachs Global Banking & Markets, discusses with Chris Husse ...  Show more

Inflation Then and Now, or: The 'Where Were You' Accusation
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Today's Post - https://bahnsen.co/40qjm3u

I enjoyed a wonderful dinner with my long-time friend, John Mauldin, last week, and something we discussed is going to be the subject of today’s Dividend Cafe.

John is one of the m ...

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Stocks rise further on tame inflation readings – now it’s all about the Fed
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This week's inflation data releases have been favourably received by financial markets. After the UK, the US also released inflation figures that indicate further progress towards disinflation, paving the way for potential interest rate cuts beginning in September. The extent ...

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Is Inflation Cresting? Adam Ozimek Shares Why He's Hopeful
This Week in Business

Adam Ozimek, Chief Economist at Innovate Economy, explains why he's hopeful inflation has crested, why it's stuck around longer than economists expected, and why he believes we'll see inflation come down in the coming months and back down to normal over the next year.


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