Factor Friday: Not Your Father’s Value-Momentum Ties
Christopher Cain BI Equity Strategist Rare Cheap-Valuation, Momentum Kinship in U.S. Stocks May Stick (Bloomberg Intelligence) -- The overlap in S&P 500 stocks categorized both among the cheapest 20% and with the best momentum extends
U.S. Inflation Expectations Build in June Survey of Economists
Friday, June 11, 2021 06:00 AM By Olivia Rockeman and Sarina Yoo Consumer price index seen at 3.8% or higher through year end GDP growth forecasts also revised up through rest of 2021 (Bloomberg) -- Economists’ inflation expectations
China Factory Inflation Soars to 2008 High on Commodity Boom
Tuesday, June 8, 2021 07:08 PM By Bloomberg News Producer prices rose 9% year-on-year in May, above 8.5% est. The pass-through to consumer inflation has been limited (Bloomberg) -- Surging commodity costs drove China’s factory-gate
Surprise Jump in U.S. Wages Gives Inflation Debate a New Twist
Wednesday, June 9, 2021 02:00 AM By Olivia Rockeman and Reade Pickert Restaurants, hotels hiring fast, some offering sign-on bonuses Growth in pay risks inflation spark; some see it as temporary (Bloomberg) -- An unexpected jump in U.S.
A Commodities Crunch Caused by Stingy Capital Spending Has No Quick Fix
By Chuin-Wei Yap (Dow Jones) -- HONG KONG -- A yearlong steep climb in commodity prices is testing an economics maxim: High prices cure themselves by spurring supply and quenching demand. Languishing commodity prices led
Champion of Key Fed Inflation Gauge Says Policy Shift Is Needed
Tuesday, June 8, 2021 06:45 AM By Liz Capo McCormick and Rich Miller 5-year, 5-year forward rate is now consistent with Fed goal Former Fed official Sack says further climb would be problem (Bloomberg) -- The economist who
JPMorgan’s top equity strategist Kolanovic says the next market leg higher is coming soon
After a calm spring, the stock market appears poised to push higher once again, according to JPMorgan’s Marko Kolanovic. After a dramatic comeback in 2020 and strong start to this year, the equity market has
CNBC: Deutsche Bank warns of global ‘time bomb’ coming due to rising inflation
Inflation may look like a problem that will go away, but is more likely to persist and lead to a crisis in the years ahead, according to a warning from Deutsche Bank economists. In a
Economist Who Said Inflation Was Dead Now Thinks It’s Alive
Sunday, June 6, 2021 09:00 PM By David Goodman (Bloomberg) -- A quarter of a century after declaring the death of inflation, Roger Bootle is seeing signs of its rebirth. Pockets of price growth are
World stocks fall on inflation concerns amid strong U.S. data reports
Asian shares were a touch below a recent three-month top on Thursday with China a tad weaker as investors weighed inflation concerns ahead of key U.S. economic data while oil prices rose to near 1-1/2