Dear Chancellor
5/19/2010 By Fisher Investments Editorial Staff
The BoE has some explaining to do, but inflation is not a global worry yet.
Little Inflation in Big China
5/13/2010 By Fisher Investments Editorial Staff
Does an April uptick in Chinese inflation mean its explosive growth is unsustainable? Not just yet.
Taming of the Shrill
10/20/2009 By Fisher Investments Editorial Staff
Cries proclaiming imminent rampant inflation have little economic support.
The Monetary Punch
8/19/2009 By Fisher Investments Editorial Staff
Inflation’s absence tells us the Fed’s monetary punch is mixed just right.
Juggling Hats
7/22/2009 By Fisher Investments Editorial Staff
Fed Chairman Ben Bernanke detailed current and future monetary policy in congressional testimony and a Wall Street Journal editorial Tuesday.
Goldilocks and the Inflation Bugaboo
7/2/2009 By Fisher Investments Editorial Staff
Investors should differentiate budget deficits from inflation.
Chucking Darts
5/4/2009 By Fisher Investments Editorial Staff
Don’t fret the recent rise in long-term US Treasury yields.
Cost Consumed
8/5/2008 By Fisher Investments Editorial Staff
Higher production costs aren't necessarily directly passed on to the consumer.
It’s All Relative
7/23/2008 By MarketMinder editorial staff
When it comes to future inflation, it’s not current prices, but price movement, that counts.
CPI : Rotten to the Core
7/17/2008 By MarketMinder editorial staff
While CPI has ticked up of late, rekindling inflation fears, global long-term interest rates, a better indication for the market’s expectation of inflation, remain benign.
Don’t Fear the Fed
6/26/2008 By MarketMinder editorial staff
The Federal Reserve left rates unchanged yesterday, but hinted at a potential shift in policy in the months ahead. Regardless, incremental rate changes don’t matter much to long-term investors.
Global Inflation Conflagration
6/16/2008 By MarketMinder editorial staff
Don’t fret inflation shock stories—global inflation remains benign.
Slow Road, No Inflation?
5/21/2008 By MarketMinder editorial staff
Economies will grow, and economies will contract—but their movement in either direction has no bearing on inflation.
Grain’s Gains
4/30/2008 By MarketMinder editorial staff
As food prices soar, fear of a global calamity elevates. But are rising prices a harbinger of doom or simply another sign of increasing global prosperity?
Two Roads Diverged
4/11/2008 By MarketMinder editorial staff
Global central bank activity abounded yesterday. While worth noting, such small moves don’t matter much.
It’s a Materials World
3/13/2008 By MarketMinder editorial staff
Don’t let higher Materials prices spook you. The price trend in Materials isn’t a symptom of inflation but of growing global demand.
Disco, Stagflation, and Other ‘70s Horrors
2/22/2008 By MarketMinder editorial staff
Journalists have reawakened the specter of stagflation. But comparing today’s economy to the disco heyday is flat wrong.
Too Hot, Too Cold, or Just About Right?
2/19/2008 By MarketMinder editorial staff
Folks generally associate steep yield curves with inflation—should they?
Chinese Inflation
9/24/2007 By MarketMinder editorial staff
China’s inflation rate is soaring. While that’s unlikely to derail China’s economy in the near term or infect the global economy with higher prices, the problem underscores a still fragile and developing nation fraught with peril for investors.
“Just Doing Our Job, Ma’am”
7/20/2007 By MarketMinder editorial staff
Investor confusion abounds over what’s routine and what’s truly a worry for the Fed.
Kaizen!
6/12/2007 By MarketMinder editorial staff
The investing worry du jour is the arrival of global inflation.
Talk is Cheap
6/7/2007 By MarketMinder editorial staff
Apparently, inflation has returned.
Inflating Wages
11/18/2006 By MarketMinder editorial staff
One of our favorite pastimes is delivering bad news to the bears in times we believe it’s a bull market (like now).
The Media's Message on the Bond Market is Right…Sort Of
9/28/2006 By MarketMinder editorial staff
The media has largely attributed the current US bond market rally—10-year Treasury yields have fallen 65 basis points since the end of June—to two factors: an oncoming recession and reduced inflationary pressures.