The stock market and inflation: How the S&P 500 performs on CPI report days

Stock-market investors crowded the exits on Thursday, sending major stock indexes sharply lower a day ahead of another eagerly anticipated consumer-price index reading. Recent history may offer a clue...

U.S. didn’t get any relief from high inflation in May – CPI to show another big gain

Wall Street is looking for a sign, any sign, that U.S. inflation is coming off a rapid boil. But they are unlikely to find much cooling off in May’s report on consumer prices. The consumer price index...

Opinion: Inflation is making everything we buy more expensive, and once stagflation hits things could get even worse

Last month I examined the culprits that are causing global inflation, including rising interest rates, persistent supply chain issues (China locking down cities), and climbing energy and fertilizer pr...

This big investor called inflation early and sees it above 7% at year’s end

Far from the bustle of Wall Street, inside his downtown Minneapolis office, Tim Magnusson got his first aching gut feeling about U.S. inflation in May of last year. That’s when U.S. government data sh...

Peak U.S. inflation? This obscure corner of the financial market says otherwise

In a little-known part of the financial market that’s had the most accurate reads on U.S. inflation so far, traders are pricing in an annual headline rate on the consumer-price index of 8.5% or higher...

AMD, Pfizer, NIO, DocuSign, Campbell Soup, and Other Stocks for Investors to Watch This Week

It’s a relatively quiet week on the earnings calendar. Highlights will include J.M. Smucker on Tuesday, Campbell Soup on Wednesday, and DocuSign, NIO, and Vail Resorts on Thursday. Pfizer also hosts a...

Investors may be in for this rude surprise: History shows inflation can take years to return to normal even when Fed hikes above 10%

History can be a powerful tool, particularly in a high-inflation environment like this one in which no suitable economic model seems to apply. Inflation — running at 8.3% as of April, near a four-deca...

Opinion: The Federal Reserve is shrinking its balance sheet under duress, which makes a soft landing nearly impossible

The Federal Reserve has begun to downsize its balance sheet. What does that mean for you? First, you must understand where the balance sheet’s expansion came from and why that policy was pursued. Then...

Treasury Secretary Yellen Says She Was Wrong About Inflation

Treasury Secretary Janet Yellen said Tuesday her inflation projections were wrong in statements she made last year as consumer prices began a surge to their highest level in decades. “I think I was wr...

Biden Will Meet With Fed’s Powell Tuesday to Discuss Economy

Text size President Joe Biden has said getting inflation under control is his “top priority.” Anna Moneymaker/Getty Images President Joe Biden is set to meet with Federal Reserve Chair Jerome Powell o...

Here’s the asset investors want if inflation stays high, says Deutsche Bank. And crypto isn’t even ‘on the radar’

Home is where the heart is, and the money, if inflationary trends don’t cool. That’s according to the latest Deutsche Bank survey of investors, who say that property will be their most preferred buy-a...

Durability of U.S. stock- market bounce in question as inflation worries linger ahead of payrolls report

Investors took a breather this week as U.S. stocks bounced back from a weeks long selloff and the latest reading on inflation offered glimmers of optimism to those hoping for a peak in price pressures...

Avoiding Recession May Require Moving the Inflation Goal Post

Fed chief Jerome Powell, shown at a May 4 press conference, has said the central bank remains committed to bringing inflation down to 2%. Al Drago/Bloomberg Text size Signs of economic weakness are pi...

The Stock Market Finally Had a Winning Week. Why It Might Not Last.

Text size Ed Yardeni, founder of Yardeni Research: “We now are raising the odds of a recession from 30% to 40%.” Christopher Goodney/Bloomberg The stock market ended its multiweek losing streak, and l...

Stocks close sharply higher after inflation data; Dow snaps longest weekly losing streak since 1932

U.S. stocks ended sharply higher Friday, with all three major benchmarks booking weekly gains, after the Federal Reserve’s preferred measure of inflation for April had the smallest increase in a year ...

U.S. inflation rate slows to 6.3%, Fed-favored PCE gauge shows, in a sign that price pressures could be peaking

The numbers: A key measure of U.S. inflation rose just 0.2% in April to mark the smallest increase in a year and a half, aided by lower gasoline prices. There were additional hints that a surge in U.S...

Opinion: The Fed must boost rates by a full percentage point at every meeting to bring down inflation and avoid a job-killing recession

The Fed has taken aim at inflation, but it isn’t moving fast enough. Earlier this month the Fed boosted the federal funds rate by half a point, and more half and quarter point increases are almost cer...

Inflation may be a lot lower than anyone thinks — even the Fed

U.S. inflation in April plunged to an annualized rate of 4.1% — less than half of where it stood in the prior month. This will no doubt come as a surprise for those of you who focus only on the financ...

15 Ways Consumers Can Deal With—and Even Benefit From—Rising Inflation

We are feeling the squeeze everywhere—from the groceries we buy to the gas we pump into cars. Inflation stood at 8.3% in April, remaining close to a four-decade high of 8.5% reached in March from the ...

Buy the dip or sell the ‘rip’?: What’s next as S&P 500 tests bear-market territory

Investors, already grappling with a sinking stock market and fears that the U.S. economy may be heading for a recession, now turn their focus to the consumer. For one thing, consumer discretionary sto...

Opinion: The U.S. isn’t headed for recession. Nor will it be consumed by inflationary fires.

“Some say the world will end in fire,” goes a famous Robert Frost line. “And some say in ice.” If ever poetry could explain the stock market, this may come closest to capturing the sour mood that’s ab...

Next big shoe to drop in financial markets: Inflation that fails to respond to Fed rate hikes

Traders, investors and strategists are adding one more factor to the list of reasons why financial markets may be in for more volatility through at least the next three to four months: the likelihood ...

Here’s what a modern Volcker-style inflation fight could look like, SocGen says

Federal Reserve Chairman Jerome Powell has begun talking about a “softish landing” for the economy as the central bank squares off against high inflation by raising rates and cutting its nearly $9 tri...

Fed Hawkishness May Be Near Its Peak, Even if Inflation Isn’t

Fed Chairman Jerome Powell, shown earlier this month at his postmeeting press conference, says the price pressures need to be reined in even at the expense of economic pain. But how far is he willing ...

The Stock Market Has Tumbled. The Best Stocks to Buy Now.

Investors are on pace for their worst year in history, declared strategists at one U.S. bank this past week. Their reasoning? Stocks and bonds are off to terrible starts, while consumer prices have ro...

Is Red-Hot Inflation Cooling Off? 3 Signs That Show It Is.

Text size Expectations for inflation are critical to how fast the Fed raises interest rates. Frederic J. Brown/AFP via Getty Images Good news about inflation is bubbling up even as the Federal Reserve...

How do higher mortgage rates help shrink inflation? Here’s an explainer.

The Federal Reserve yanked a short-term interest rate higher this week, making it more expensive to borrow money to buy a home or fix it up. The central bank raised the federal funds rate last week by...

3 Signs Red-Hot Inflation Is Cooling Off

Text size Expectations for inflation are critical to how fast the Fed raises interest rates. Frederic J. Brown/AFP via Getty Images Good news about inflation is bubbling up even as the Federal Reserve...

Opinion: Which jobs have come back, and which ones haven’t

Although the recovery in output, wealth and hours worked has been remarkable since February 2020, the U.S. economy remains deeply scarred by the COVID-19 pandemic. Total hours worked in the nonfarm ec...

Dollar Strength Bucks Inflation Woes

Years ago, high U.S. inflation meant a weak dollar. So far, it is different this time, and many on Wall Street are betting it will stay that way. The dollar is reaching multidecade highs against its t...

Fed hawks say they’re not so behind the curve combatting inflation

In the wake of the Federal Reserve policy meeting this week, stock markets have tumbled, raising howls of criticism that U.S. central bank policy will fail to bring down inflation. Read: ‘Unhinged’ ma...

The Fed raised interest rates – what to do now with your retirement portfolio

Inflation is rising, the stock market is volatile and now the Federal Reserve has raised interest rates – but investors, as always, should steer clear of any major changes, financial advisers said.  T...