Inflation’s on fire, and the Fed’s poised to act. Here’s how markets and the economy have reacted to the first hike in a cycle.

After Thursday’s shocking inflation reading showing year-over-year consumer price growth of 7.5%, an interest-rate hike could come quite literally at any time, though the most likely timing would be t...

Weekend reads: Inflation fear and opportunities for investors

U.S. consumer price inflation rose to a 40-year high of 7.5% in January. That pace is running way ahead of wage growth, and the official figures can mask even more pain, depending on a family’s circum...

How Treasury Inflation-Protected Securities can help your retirement savings weather 7.5% inflation

That’s not good news for retirement savers. And some might consider the stock market to be a bit frothy these days. So, it might make sense to invest a portion of your retirement nest egg conservative...

Opinion: Inflation fears are overblown — five reasons why you need to buy the dip in stocks

Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up. But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just fal...

Inflation has knocked back the market. Here are the key S&P 500 and tech stock levels one strategist fears.

Investors are still trying to come to grips with that double whammy of nosebleed consumer prices and 100-basis-point increase talk from St. Louis Federal Reserve President James Bullard. Read: Oil is ...

4 Stocks That Could Thrive During Inflation

Text size Caterpillar is lucky to have customers flush with cash from rising commodity prices. Justin Sullivan/Getty Images Inflation is hot—and that’s cooling off plenty of companies’ earnings. But n...

Inflation is at a 40-year high. 10 tips from the pros on how to invest and save

Inflation is high. Here’s what money pros say to do about that. Getty Images/iStockphoto On Thursday, the Labor Department released the latest consumer price index data, which revealed that the rate o...

Inflation Is Surging. Here Are Some Portfolio Changes to Consider.

Market sentiment changes awfully fast these days. Rising concerns about the impact of interest-rate hikes pushed the S&P 500 down more than 5% in January (with the tech-heavy Nasdaq Composite Inde...

‘If you’re a wage earner you’re going to fall behind’: Ex-Fed insider warns of ‘difficult few years’ due to inflation

Former Federal Reserve insider Thomas Hoenig thinks the U.S. faces a painful reckoning because of high inflation. Hoenig was a lone dissenter eight times in 2010, when the Fed voted to pursue a then-n...

Inflation and the Fed: Why Wall Street Is Misdiagnosing Pandemic Economics

About the authors: Larry Hatheway and Alex Friedman are the co-founders of Jackson Hole Economics, and the former chief economist and chief investment officer, respectively, of UBS. The Federal Reserv...

The next ‘pain trade’ could be on the horizon as investors crowd into bets pegged to Fed monetary policy

Investors may be set up for the next so-called “pain” trade, with market participants increasingly coalescing around expectations that Federal Reserve needs to act aggressively to combat persistent U....

‘This is not 1980’: What investors are watching as next U.S. inflation reading looms

Investors next week will be closely watching for the latest reading on U.S. inflation, which has been running hot against the backdrop of a volatile stock market in 2022. “Inflation will be the data p...

Forget About Inflation. Contrarians Expect a Recession and a Drop in Bond Yields.

“Something that everyone knows isn’t worth knowing,” as the famed financier Bernard Baruch once observed. And so I was reminded by a long discourse in the New York Times this past week on why bond yie...

California, Florida, and Inflation Are Sinking Solar

Text size Ethan Miller/Getty Images The solar power industry is destined to grow many times over in the coming decades, and several companies will undoubtedly become behemoths. But the current picture...

Opinion: The Fed is determined to stop wages from rising

AUSTIN, Texas (Project Syndicate)—Federal Reserve Chair Jerome Powell has now committed to putting monetary policy on a course of rising interest rates, which could boost the short-term rate (on feder...

Opinion: The party’s over: The Fed and Congress have pulled their support from workers and investors

Even as the government reports the fastest economic growth in nearly 40 years, the historic gains in income and wealth that inflated the economy in 2020 and 2021 are fading fast. The air is coming out...

Fed will raise its policy interest rate above the inflation rate ‘sooner rather than later,’ says ex-governor Quarles who resigned last month

Former Federal Reserve Governor Randal Quarles said Tuesday that he thinks the Fed will move swiftly to raise its policy interest rate above the inflation rate because that is the only way to defeat i...

Opinion: Thankfully, the Fed has decided to stop digging, but it has a lot of work to do before it gets us out of hole we’re in

NEW HAVEN, Conn. (Project Syndicate)—The Federal Reserve has turned on a dime, an uncharacteristic about-face for an institution long noted for slow and deliberate shifts in monetary policy. While the...

Opinion: Retirees in the U.S. do not live on ‘fixed incomes’

As inflation has gained traction in the last year, commentators constantly remark about how it is particularly hard on retirees who live on a “fixed income.”  Please stop. Retirees do not live on fixe...

The Market’s Priced in a Rate Rise. Now the Fed Has Lots of Other Issues to Decide.

Watch what they say, not what they do, at the Federal Open Market Committee meeting this coming week. The obverse of the famous advice from Richard Nixon’s attorney general, John Mitchell, is what eco...

A Rising Misery Index Points to Four Rate Increases in 2022

Now, in the winter of our discontent, it shouldn’t be surprising that the Misery Index has made a comeback. Those of a certain age will recall it was a measure conceived in the 1960s by the economist ...

Lael Brainard Says Inflation Is ‘Too High.’ She’s Open to a Rate Hike in March.

Text size Lael Brainard Jim Watson/AFP/Getty Images Cutting down inflation will be the Federal Reserve’s most important task for the foreseeable future, Fed Gov. Lael Brainard said at her confirmation...

Why a falling dollar signals ‘markets are in wonderland’ over inflation and Fed

The U.S. dollar is offering up an early 2022 head scratcher: Why does the currency keep falling even as traders aggressively pencil in as many as four interest rate increases by the Federal Reserve th...

Inflation hit a 31-year high. 7 pros on how they invest during high inflation

Getty Images If you feel like you’ve been paying more for everything from food to tech products, you’re onto something: In December, consumer prices rose 7% from a year prior, which is the highest U.S...

Here are the ETFs to buy on persistently higher inflation in 2022 and beyond, says BlackRock’s head of iShares strategy

Given an outlook for high U.S. inflation that’s likely to persist beyond 2022, Gargi Chaudhuri of BlackRock Inc., the world’s biggest asset manager, says investors should continue to hedge their portf...

The yield curve is no longer sending a don’t-worry-be-happy signal, warns bond king Jeffrey Gundlach

The S&P 500 SPX, +0.28% snapped a five-session losing streak on Tuesday, after Federal Reserve Chairman Jerome Powell vowed the central bank would use its “tools” to get inflation under control wi...

Why 7% Inflation Today Is Far Different Than in 1982

Consumer price inflation in December, at 7%, was last this high in the summer of 1982. That’s about all the two periods have in common. Today, the inflation rate is on the rise. Back then, it was fall...

Worried About Inflation? Check Out This 7% Treasury Savings Bond.

Text size The Treasury Building Chip Somodevilla/Getty Images One of the best deals for savers now are Treasury Series I savings bonds now paying a 7.12% interest rate. The savings bonds, available el...

Netflix and 10 Other Stocks That Expanded Profit Margins—Despite Inflation Pressure

Text size Henrik Jonsson/Dreamstime.com Americans are paying higher prices for almost everything—which could spell bad news for many companies. The producer price index, which measures the costs domes...