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Category: Inflation Watch

Inflation Soars…Bond Market Snores

Another massive inflation report (PDF) came in last week, and once again the markets brushed it off. The year-over-year increase in the Consumer Price Index hit 5.0% last month, but bond yields were basically unchanged on
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SMI on the Radio: Is Higher Inflation Here to Stay? (audio and transcript)

Inflation is ramping up. Is that something to be concerned about? How might it affect your portfolio? SMI's executive editor Mark Biller discussed those matters last week with host Rob West on Moody Radio's MoneyWise
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The Large Impact of (Even) Low Inflation Over Time

Even at low levels, inflation is a stealthy, ever-present force that’s constantly whittling away at the value of your dollars.
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SMI on the Radio: Good News on the Economy, But Don’t Throw Caution to the Wind (audio & transcript)

The economy is booming and the stock market has been humming. But are we headed toward a significant bout of inflation? SMI's executive editor Mark Biller offered insights on the economy and the markets last week on Moody
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Balancing Inflation Fears With Market Realities

Today’s expanding fiscal stimulus threatens to speed up the rate at which our dollars lose value. That poses a significant risk for investors. Here’s how SMI can help you stay ahead of
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Inflation Basics: CPI

Have we transitioned from the disinflationary trend of the past 40 years to a new inflationary regime? It's probably the most important question facing investors today. The types of investments one would want to own are
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How Accurate Are the Government’s Inflation Numbers?

This week, the government's Bureau of Labor Statistics released its monthly update (PDF) of the Consumer Price Index (CPI), a measure that tracks increases in the cost of living. The "CPI measures inflation as experienced
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SMI on the Radio: Why Interest Rates Are on the Increase (audio and transcript)

In the bond market, interest rates have been heading up — and rapidly. How might that affect your fixed-income investments and overall portfolio? SMI's executive editor Mark Biller offered insights earlier this week
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Are Stocks Really Overvalued?

One thing that makes it difficult to evaluate how good a deal stocks are at any given point in time is the measurement systems are constantly changing. Not only are there several different versions of popular valuation
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How Should the Elections Impact Your Portfolio?

An interesting thing happens every time power shifts between the political parties in Washington — half the country immediately gets significantly more optimistic about the economy's prospects, while the other half
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