Soaring Prices Trigger The Return Of "Shrinkflation"
Most economists are focused on the price of commodities, wages and other basic goods and services. But history suggests they might want to keep an eye on a related phenomenon that often escapes unnoticed: so-called “shrinkflation". Same price but for a slightly smaller...
TD's Misra Sees Fed Policy Pause After A 'Few Hikes'
Priya Misra, global head of rates strategy at TD Securities, says she expects the Federal Reserve to take a cautious approach to tightening policy despite the threat of inflation. "Once they get to 1%, 1.5% we're actually arguing that the Fed is going to pause at that point...
BlackRock Sees `Muted Full Cycle' Of Rate Hikes
BlackRock Inc. Vice Chairman Philipp Hildebrand says central banks will have to live with higher inflation because the cost to the economy will be too great if they raise interest rates too much.
BlackRock's Boivin: Global Restart Fueling A Bumpy Market Ride
BlackRock Investment Institute Head Jean Boivin sees global economies in a restart rather than a recovery and explains how that impacts inflation and his current “overweight” investment strategy in developed markets.
Fed QT Doesn't Necessarily Mean Higher Yields, Says BlackRock's Watson
Marilyn Watson, head of global fundamental fixed-income strategy at BlackRock, expects the Federal Reserve to convey a “measured approach” to interest rate hikes, sees duration “a little closer to home,” and looks at the potential impact of quantitative tightening.
Edelman CEO On Distrust, Politics, Business Leadership
Richard Edelman, Edelman CEO, discusses the findings of Edelman's 2022 Trust Barometer.
Market Is Focused On Inflation Momentum, Stifel's Piegza Says
Lindsey Piegza, chief economist at Stifel, examines the market impact of inflation and economic growth.
BlackRock's Rieder Says Jobs Report Gives Fed Window To Move
Rick Rieder, CIO of global fixed income at BlackRock, examines the November U.S. jobs report and what it means for the Federal Reserve.
Omicron Risks Higher Inflation, Tighter Supplies: Bianco
James Bianco, founder and president at Bianco Research, examines the potential impact of the omicron variant on markets, the U.S. economy and Federal Reserve.
Morgan Stanley Sees Inflation Leaving A Psychological Impact
Brian Weinstein, global fixed-income head at Morgan Stanley Investment Management, discusses the long-term psychological impact of inflation, the Federal Reserve's approach to tapering and interest rate hikes.