The US jobs market is already generating inflation
The US jobs market is already generating inflation
US business leaders are complaining about a tight job market, which is feeding through into higher wages.
13 May 2021
Inflation is taking off in the US and markets really don’t like it
Inflation is taking off in the US and markets really don’t like it
US inflation is at its highest for 25 years. Stockmarkets – and tech stocks in particular – have taken the news badly. John Stepek explains why, and w…
13 May 2021
Here is why inflation will send gold soaring
Here is why inflation will send gold soaring
Gold prices have been rising over the past month as fears of US inflation resurface. Saloni Sardana explains whether this could usher in a new bullish…
11 May 2021
I wish I knew what hyperinflation was, but I’m too embarrassed to ask
I wish I knew what hyperinflation was, but I’m too embarrassed to ask
Mention hyperinflation and many of us will think of wheelbarrows full of cash in Weimar Germany. Or, more recently, Zimbabwe or Venezuela. But what ex…
11 May 2021
Why woeful US jobs data might spell higher inflation in the near future
Why woeful US jobs data might spell higher inflation in the near future
The latest US employment figures were much worse than expected. And that matters not just for the US economy, but for global markets too – and for inf…
10 May 2021
The MoneyWeek Podcast: how to not lose money to inflation and financial repression
The MoneyWeek Podcast: how to not lose money to inflation and financial repression
Merryn talks to Peter Spiller of the Capital Gearing Trust about how he navigated the last extraordinary year; what he's buying now; and how he plans …
16 Apr 2021
US inflation is rising – but it’s not enough to rattle markets yet
US inflation is rising – but it’s not enough to rattle markets yet
The latest US inflation figures showed that consumer prices are rising more rapidly than expected. But markets shrugged. John Stepek asks why, and wha…
14 Apr 2021
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Too embarrassed to ask: what’s the difference between producer price inflation and consumer price inflation?
Too embarrassed to ask: what’s the difference between producer price inflation and consumer price inflation?
Two of the most important indicators for the economy are “producer price inflation” and “consumer price inflation”. But what are they and what do they…
13 Apr 2021
Why all eyes will be on US inflation data this week
Why all eyes will be on US inflation data this week
As the world comes out of lockdown and demand for goods and services rises, attention will shift to inflation and what it means for interest rates. Th…
12 Apr 2021
Inflationary pressure is building across the globe. But is it here to stay?
Inflationary pressure is building across the globe. But is it here to stay?
As a rise in demand meets a squeeze in supply, shipping costs climb and labour shortages bite, everything is getting more expensive. John Stepek asks …
6 Apr 2021
The new Suez crisis will boost inflation
The new Suez crisis will boost inflation
The blockage of the Suez Canal has sent container shipping prices soaring and put global supply chains under unprecedented stress.
2 Apr 2021
Why you should own bitcoin and gold as inflation returns
Why you should own bitcoin and gold as inflation returns
Bitcoin and gold are both useful assets to own in an inflationary environment – Charlie Morris explains why.
29 Mar 2021
Stocks and bonds are heading for an inflation scare
Stocks and bonds are heading for an inflation scare
There is talk of the ten-year US Treasury bond yield hitting 2%, which would be enough to threaten stock prices.
26 Mar 2021
The inflation narrative has got overheated for now – but it’s inevitable
The inflation narrative has got overheated for now – but it’s inevitable
With official CPI at just 0.4% in the UK, inflation seems to be everywhere you look except in government statistics. But it’s only a matter of time be…
24 Mar 2021
Here’s why inflation will take off after the pandemic
Here’s why inflation will take off after the pandemic
There are lots of reasons to believe that we will see lasting post-pandemic inflation – increased demand and squeezed supply chains, for example. But …
22 Mar 2021
How long can the Federal Reserve keep markets happy?
How long can the Federal Reserve keep markets happy?
Markets breathed a sigh of relief after the Federal Reserve said it wouldn't raise interest rates for some time yet. But, asks John Stepek, how long w…
18 Mar 2021
The European Central Bank fumbles its way towards yield curve control
The European Central Bank fumbles its way towards yield curve control
The EU’s economic recovery is faltering, but its bond yields keep rising. That makes things tricky for the European Central Bank, says John Stepek. He…
12 Mar 2021
The inflation scare is far from over, warns the Bank of England
The inflation scare is far from over, warns the Bank of England
The Bank of England's chief economist has warned that UK consumer price inflation will soon spike as the economy reopens, calling it a “tiger” that co…
5 Mar 2021
Which assets do best when inflation is rising?
Which assets do best when inflation is rising?
As markets look forward to a post-pandemic bounce, they’re also starting to worry about higher inflation. John Stepek looks at the best way to divers…
22 Feb 2021
Hamish Baillie: successful investing in a post-pandemic world
Hamish Baillie: successful investing in a post-pandemic world
Merryn talks to Ruffer's Hamish Baillie about why traditional investment portfolios may no longer work in a post-Covid landscape, and why in this new …
19 Feb 2021
The reflation trade has further to run
The reflation trade has further to run
Investors have piled into assets that stand to gain from a global recovery. And while there may be little evidence of inflation as yet, it will come; …
19 Feb 2021
What rising interest rates and inflation will do to markets
What rising interest rates and inflation will do to markets
As governments continue to stimulate their economies, investors are betting on a “V-shaped’ recovery and the return of inflation. John Stepek looks a…
19 Feb 2021