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Inflation in 2018: How big is the monster under the bed?
Most say it will be tame; but predicting it is 'murderously hard.'
One little-watched indicator for rising rates is flashing red
Federal Reserve chair Janet Yellen is looking at a broader range of data for a rate-hike trigger. She hasn't highlighted one labor indicator that economists say is sounding inflation alarms: short-term unemployment.
Ukraine’s new resistance to Russia draws attention back to the macroeconomic fallout
Friday's menu: Ukraine heats up and fund winners and losers come into focus. Plus: Fed-speak clarity: an oxymoron? Bank loan funds fall victim to Fed policy, Obamacare drags us back to the 1950s and banks square off with Big Labor in Vegas.
PE giant Carlyle Group is eyeing the retail investor market and liquid alts
Breakfast with Benjamin: Private equity giant wants in on liquid alts. Plus: QE might have a fueled high-inflation cycle, the small-cap stock ride is ending, time to get some defense in that portfolio, and the poor outlook for the long-term unemployed
What, me worry?
For anyone with money in the market, worrying is just a way of life. Here are money manager Scott Colyer's four potential “black swans.” Could any of them derail 2014 as another good or great year for financial assets?
Yellen takes another stab at offering clarity on Fed policy without jarring the markets
Breakfast with Benjamin: Can Janet Yellen and her Federal Reserve colleagues avoid roiling the markets? Plus: Visa and MasterCard tighten screws on Russian banks, bond ladders get snubbed by a fan of bond barbells, checking the math on alternative-investment performance, and the momentum-stock nosedive is real.
Consumers left in the loan lurch as big banks still hold off
Friday's menu: Consumers still left in the loan lurch. Plus: Which manager just jumped into the liquid alts pool? Some stocks for a rising-rate cycle; commodities are hot again; European banks ride the wave; and Merrill trims its housing outlook.
Markets are bracing for a rough start to the week
Breakfast with Benjamin: Why investors are bracing for a rough start to the week. Plus: The SEC hones in on hedge funds, rethinking stock buyback programs, trading stocks on your phone, and using your phone to break bad habits
Bank ETFs ride the choppy waves of Yellen-speak
Breakfast with Benjamin: Bank ETFs ride the choppy waves of Yellen-speak. Plus: Still waiting for Treasury yields to spike, new love for intermediate-term bond funds, hot stocks ahead of earnings reports, and even gold bugs are starting to worry about the precious metal's decline
Russia and the energy-stock short-sale question
Breakfast with Benjamin: Is it time to short energy stocks, given the Russian rabble rousing? Plus: Gold's reaction to Fed chief Yellen, Candy Crush IPO's dizzy math, how to retire with $1M, and at tax time, age counts (the younger, the better).
Pioneer forges ahead with liquid alternative mutual funds
Strategies designed to eliminate interest rate risk or even benefit from rising rates.
Obama administration’s call for boycotting Russian stocks falls flat
Breakfast with Benjamin: Investors not taking President Obama's advice. Plus: Fed warns there's always time to worry about bubbles, Morgan Stanley doubles down on biotech, the cloud computing frenzy marches on, activist investor challenges Coke management perks, and index investing to cut the tax bill
Fed tapers another $10B a month; stocks extend losses
Slight economic improvement keeps central bankers on track as they commit to keeping target interest rate near zero.
Gross: Focus on shorter maturities as inflation trumps jobs
Pimco's Bill Gross is recommending investors focus on shorter-duration debt. Why? More important than the upcoming jobs report, the slow pace of inflation indicates the Fed will keep its benchmark interest rate at or close to zero.
More bad news for gold
Today's Breakfast with Benjamin: If rates rise, gold won't. Plus: Warren Buffett's $1B tease, a new twist on stock valuations, bitcoin marches on, another solar energy push and, what's good about hoping for a flat market.
Stockman’s Chicken Little prediction a turkey, critics say
Former White House budget director David Stockman has never been shy with his opinions. Now, he's predicting that the stock market rally, fueled solely by Fed policy, is about to crash and burn.
The 2014 contrarian investment tour, from rupees to copper
Risks of the strategy can be great the returns even greater.
Bill Gross quacks the whip on other rich folks
What you need to know to get your Friday morning off to the right start, from InvestmentNews senior correspondent Jeff Benjamin. Today: Bill Gross quacks the whip, look out for the next housing bubble and what's happening to the Euro?
At year end, markets more stable but uncertainty reigns
A top investment strategist seeks to answer questions on inflation, deflation, valuation and portfolio building.
Fed set to knock another $10B off its quantitative easing program
Breakfast with Benjamin: At Bernanke's final meeting, Fed poised to cut another $10B from its bond-buying program. Plus: CEOs struggle to manage expectations, income tax pain hits home, a tale of two homebuilder ETFs, and young folks aren't biting on the Obamacare sales pitch.
