(Wall Street Journal) — Inflation or deflation? Pick your poison, says Wall Street. Either Uncle Sam’s borrowing binge will flood the system with money, leading to a replay of the 1970s as inflation eats away at your purchasing power. Or all that debt and the liquidation of distressed financial assets will paralyze the economy and send […]
(CNN Money) — Arnott, who runs the value-focused Research Affiliates investment manager in Newport Beach, Calif., writes in his monthly newsletter that it’s imperative that bond investors diversify away from debt-soaked rich countries such as the United States. Read More…
(Wall Street Journal) — Could Japanese-style deflation happen here? And if so, what would it mean for you and your money? Can you prepare in case it hits? Let’s take these in turn. Is Deflation a Risk? You’ll hear plenty of voices on Wall Street telling you there’s no serious chance of deflation. Trouble is, they have a […]
(Wall Street Journal) — The markets are signaling that a bout of deflation may be coming. Many economists still dismiss the threat. But if they are wrong, and deflation does set in, what would it mean for stocks, bonds, gold and other investments? The last time deflation fears gripped the markets was in 2003, when the […]
(Smart Money) — GOOD MORNING. Stocks in Asia closed mostly lower today, European shares are mixed, and U.S. futures are pointing to a higher open. After Tuesday’s trading session, which left stocks at their lowest level for the year, Wall Street today will focus on whether it can regain any of the losses. The S&P 500 […]