• JPMorgan says these 5 cross-asset hedges are the best ways to protect portfolios from stimulus-driven inflation

    11 days ago - By Business Insider

    Summary List Placement If inflation is a problem for markets, it seems like a problem that's pretty far off in the distance .
    After all, inflation has remained stubbornly low for decades now, and interest rates will be parked at zero for a long time to come. Right now, investors seem content to enjoy the recovering economy without worrying about inflation, for once.
    John Normand, the head of cross-asset fundamental strategy at JPMorgan Chase, sees their point, but says it would be better if they prepared sooner.
    "It seems premature to fret about an inflation overshoot when +2% core has...
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  • Tech stocks continue sharp slump as economic-recovery prospects stoke inflation fears

    Tech stocks continue sharp slump as economic-recovery prospects stoke inflation fears

    11 days ago - By Business Insider

    Summary List Placement
    US stocks declined on Tuesday as expectations for rising inflation dragged on tech mega-caps.
    Investors rotated further to value stocks and small caps from growth names as stimulus optimism fueled bets on economic recovery.
    Bitcoin tanked below $49,000 after trading as high as $55,053.91 Monday afternoon as investors snapped up crypto profits.
    Sign up here for our daily newsletter, 10 Things Before the Opening Bell .
    US equities broadly fell on Tuesday as positioning for strong economic growth and a pickup in inflation weighed on the tech sector.
    Growth favorites...
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  • Tech stocks continue sharp slump as economic-recovery prospects stoke inflation fears

    Tech stocks continue sharp slump as economic-recovery prospects stoke inflation fears

    11 days ago - By Business Insider

    Spencer Platt/Getty Images
    US stocks declined on Tuesday as expectations for rising inflation dragged on tech mega-caps. Investors rotated further to value stocks and small caps from growth names as stimulus optimism fueled bets on economic recovery. Bitcoin tanked below $49,000 after trading as high as $55,053.91 Monday afternoon as investors snapped up crypto profits. Sign up here for our daily newsletter, 10 Things Before the Opening Bell. US equities broadly fell on Tuesday as positioning for strong economic growth and a pickup in inflation weighed on the tech sector. Growth favorites...
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  • Fears of inflation are overblown, but it could still trigger near-term stock market volatility, UBS says

    11 days ago - By Business Insider

    Spencer Platt/Getty Images
    UBS says that inflation may spike in the near-term as pent-up demand meets constrained supply. But fears of long-term inflation are overblown, the firm added. Such concerns could still trigger bouts of market volatility and investors should own cyclical stocks, said UBS. Sign up here for our daily newsletter, 10 Things Before the Opening Bell. UBS's chief investment officer of global wealth management says investors should brace for a near-term spike in inflation, but concerns about a long-term rise are overblown.
    "...While we think inflation may spike in the...
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