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Inflation wreaks havoc on traditional assets

Amid another record CPI print, this week’s chart looks at the S&P 500 and the Agg’s historical returns during periods of elevated inflation.

Inflation vs interest rates: the great debate

Members of the Investment Research team gather to discuss the rising Consumer Price Index (CPI).

Inflation to stick with us for a while longer?

This week’s chart looks at the makeup of inflation this year, noting it has become a stickier problem in recent months.

Inflation temperature check: Reading economic indicators and rate hike expectations

Inflation indicators are warming up. What does that mean for investors?

Inflation stirring after a decade of dormancy?

Long dormant, inflation expectations have begun to stir. Our chart looks at these expectations and why higher-duration assets may be vulnerable.

Inflation expectations remain near the Fed’s target

See where inflation expectations are trending and how this connects with short-term interest rates in the foreseeable future.

Inflation expectations reach a 3-year low

See how dipping inflation expectations support a Fed rate cut, which would signal further troubles for income-oriented investors.

Inflation expectations move lower

See what’s behind falling inflation expectations and why income-seeking investors may continue to be challenged in 2019.

Inflation expectations have edged up recently

Inflation expectations and Treasury yields inch higher
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