Tags » Inflation

Real rates and returns

A colleague once told me about the amazing 10% interest she was getting in her home country’s savings account. My first inclination was to ask her what the inflation rate was in her home country and it turned out to be around 8%, meaning she was earning 2% in real interest – not bad, but nowhere near the 10% excitement level. 300 more words


Markets Ignore Shift in Investment Paradigm at Their Own Peril

  • Despite the market ructions witnessed in February, nothing seems to deter investors for long. A strong cyclical backdrop and robust earnings growth seem to forever ratify the prevailing ‘Buy the Dip’ mentality.
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ECB, Inflation, the Fed, and Employment in France - My Monday column

Inflation figures at 1.1% in February do not trigger expectations of a fast and sharp change in the ECB’s monetary policy, and Mario Draghi and Peter Praet did not indicate that they were in any hurry to implement swift or sudden change in their comments at the end of last week. 912 more words

World Economy

It is time to replace consumer inflation measures with inflation faced by us

Let me open today by agreeing with the Bank of England. As many of you are aware I wrote to Governor Carney challenging the testimony he gave to the House of Lords on the 30th of January. 1,459 more words

General Economics

The Argentine Inflation Problem

In the final week of 2017, Argentina’s Merval index, the most important index of Argentina’s stock exchange, hit the 30,000 point mark for the first time in history… 1,258 more words


Inflation, Broadcom, Toys "R" Us, and More

Financial News and Portfolio Management Discussion through March 17th

Stocks fell over the week as protectionist trade policies weighed. The S&P 500 dropped 1.2% and the Dow fell 1.5% for the week.  173 more words

Investment Advisory

JPMorgan's Pinto Sees Possible 40% Equity Correction in 2-3 Years

Daniel Pinto, who oversees the trading and investment-banking unit at JPMorgan Chase & Co., discusses equity markets, volatility, inflation and Bitcoin.

He speaks with Francine Lacqua on “Bloomberg Surveillance”. 10 more words