Fed’s Williams says could begin reducing balance sheet as soon as May meeting

The Federal Reserve may begin reducing its balance sheet as soon as its May 3-4 policy meeting to address the level of U.S. inflation that have become “particularly acute,” New York Fed chair John Wil...

What 10% inflation could look like for junk bonds: BofA

What happens to companies financed in the booming high-yield or “junk-bond” market on the off chance that U.S. inflation pegged at 7.9% in February soars to 10% and stays there? That’s a question Oleg...

Why a ‘1970s-style’ inflation spiral is a growing threat, according to a major hedge fund

One of the world’s largest macro hedge funds sees a rising risk of a 1970s-type wage-price spiral, according to a Thursday news report. “This combination of high inflation, tight labour markets, and u...

U.S. inflation jumps again and hits 6.4% rate, the Fed’s favorite price gauge shows

The numbers: The Federal Reserve’s favorite inflation calculator rose a sharp 0.6% in February and kept the increase over the past year at a 40-year high, explaining why the central bank plans to move...

Opinion: The economy is in much better shape than the headlines would tell you

Inflation is through the roof. There’s an oil crisis. A looming food crisis. You name it. War is raging in Europe. Russia’s president is starting to sound unhinged. And headlines are now linking him w...

Why the Postwar 1940s May Tell Us More About Our Inflation Than the ‘70s

Illustration by Elias Stein Text size As inflation stirs, economists have fixated on the 1970s. That’s a mistake, says Guggenheim’s chief investment officer, Scott Minerd, who believes the causes of t...

A Russian oil-sparked U.S. recession? This is how it could happen

A global recession “seems unavoidable” if sanctions on Russia keep most of its oil and natural gas off international markets for the rest of 2022. That’s what a pair of researchers at the Dallas Feder...

Why Today’s Inflation Might Resemble the 1940s More Than the 1970s

Text size While the surge in energy prices has some likening the inflationary environment to the 1970s-80s, some observers think the postwar period is a better comparison. Here, pricey per-gallon cost...

Opinion: Ukraine war is a wake-up call to ditch oil and gas forever

That invasion, and the subsequent U.S. ban on oil imports from Russia, are partly responsible, but they aren’t the only reason. According to the U.S. Energy Information Administration, the impact of t...

Cattle Ranchers Take Aim at Meatpackers’ Dominance

For years, many ranchers have blamed meatpacking giants for low cattle prices. Now, some cattlemen say they have a solution: Process the beef themselves. On 80 acres in western Nebraska, a group of ca...

Deere, Hershey and More Stocks to Buy to Combat Food Inflation

The highest inflation in decades is hitting consumers and rippling through the food industry, from farm equipment to packaged food, grocers, and restaurants. At-home food costs climbed 8.6% and out-of...

Food Costs Are Rising. Here Are the Stocks to Buy.

The highest inflation in decades is hitting consumers and rippling through the food industry, from farm equipment to packaged food, grocers, and restaurants. At-home food costs climbed 8.6% and out-of...

Weekend reads: There’s a recession warning as the Federal Reserve fights inflation

The Federal Reserve this week increased the federal funds rate for the first time since 2018. Long-term market interest rates had risen significantly as investors anticipated that the central bank wou...

Fed Not Doing Enough to Fight Inflation, Fed President Says. He May Be Right.

President of the Federal Reserve Bank of St. Louis James Bullard wants the Fed to move faster. Alastair Pike / AFP via Getty Images Text size St. Louis Federal Reserve Bank President James Bullard has...

The Fed got inflation badly wrong — and now it admits there’s no quick fix

Higher prices of gas, groceries, new cars and mortgage rates got you down? Americans may have to get used to it. The rate of inflation might not return to pre-pandemic levels of less than 2% for at le...

Inflation Is a Problem. Today’s PPI Just Confirms It.

Text size Costs for the companies that produce goods have gone up, too. STEFANI REYNOLDS/AFP via Getty Images February’s producer-price index is out, but we didn’t need to wait for it to know that the...

Stagflation Is Worrying Forecasters. What Investors Should Do.

Text size Trucks carry potassium chloride at an Albemarle lithium mine in Chile. Cristobal Olivares/Bloomberg Get ready for stagflation light. Headlines about stagflation are everywhere, and the “flat...

Gold back above $2,000 on Russia-Ukraine war, as annual U.S. inflation rate climbs to a 40-year high

Gold futures climbed back above the key $2,000 mark on Thursday as Russia ramped up its attack on Ukraine and a reading on the annual U.S. inflation rate climbed to a 40-year high. Strength in prices ...

Mortgage rates rise as Russia’s war in Ukraine stokes volatility. Experts say the short-term uncertainty over rates could continue

After two consecutive weeks of declines, mortgage rates have moved higher once again. Where they will go in the short term, though, largely depends on what happens overseas. Mortgage rates could fall ...

Opinion: The Fed needs to target a floor for the 10-year Treasury, in addition to radically raising the fed funds rate

Federal Reserve Chairman Jerome Powell faces the toughest task since Chairman Paul Volcker tamed the Great Inflation of the 1970s and early 1980s. And a lot of the pressures driving the most virulent ...

6 financial advisers on how they’re handling their investments amid inflation

Amid high inflation, here’s what financial planners are personally doing with their money. Getty Images/iStockphoto The rate of U.S. inflation hit 7.9% in February, according to government data releas...

12 dividend stocks paying at least 3.5% that are well-suited for high inflation

Investors may have turned for a moment from Russia’s aggression in Ukraine to energy and supply shortages in the U.S. that are producing high inflation. With purchasing power crumbling, patient invest...

How the Federal Reserve could cut its near $9 trillion balance sheet as it fights inflation

Slimming down might be the trickiest part after two years of the pandemic. As the Federal Reserve looks to shrink its near $9 trillion balance sheet to help cool U.S. inflation pegged at a 40-year hig...

A death cross for the S&P 500 is nearing as inflation fears, Russia’s Ukraine offensive rattles stock-market investors

The S&P 500 index is closing in on a death cross, an ominous chart pattern that underscores the downtrend suffered in an asset. A death cross appears when the 50-day moving average crosses below t...

Opinion: I’m raising cash and getting defensive as the stock market works through its excesses

This war is shameful and crazy. All wars are. And there’s no telling what President Putin is going to do next. What I do know is that the globalized world economy is not going back to what it was. The...

Oil Prices Are Soaring. It’s Time to Hedge or Sell.

At the top of Americans’ concerns is rising inflation, especially soaring prices for energy, filling their gasoline tanks, or paying their monthly utility bills. And investors and traders have ridden ...

Stagflation Is Coming. What You Need to Know.

There is no question that Russia’s invasion of Ukraine is going to push inflation higher, given the amount of energy and food commodities produced by the region and the responses by countries and comp...

3 simple rules for cushioning yourself against inflation

This article is reprinted by permission from NerdWallet.  Inflation — the rise in consumer prices — is a slow erosion of your money over time. Before 2021, the U.S. hadn’t seen annual core inflation m...

Is Now the Time to Buy or Sell? 7 Stocks to Consider During Turbulent Times.

I asked two market strategists whether U.S. investors should buy stocks here despite the pall of war in Ukraine. One says definitely, and the other says to hold off. Both are convincing. This is why I...

JPMorgan Now Expects Nine Straight Fed Rate Increases Until March 2023

Text size Wall Street banks are predicting more aggressive rate increases by the Federal Reserve. Stefani Reynolds/AFP/Getty Images Economists at JPMorgan Chase said the Federal Reserve would likely r...

Week’s Best: Wealthy Investors Are Hanging On to Their Cash

Advisors take note: despite a January increase in consumer prices not seen in four decades, investors are stubbornly clinging to cash positions or cash equivalents like CDs, according to a new survey ...

Inflation, Interest-Rate Jitters, and Putin Are Brewing a Fierce Storm for the Stock Market

Text size A Ukrainian soldier in the Kharkiv region near the Russian border. Will Putin pull the trigger on an invasion? Sergey Bobok/AFP/Getty Images We were waist deep in the Big Muddy, and the big ...