Discover why now may be the time to hold long duration treasuries as interest rates peak and inflation expectations shift.

During the 1970s and early 1980s, rises in inflation tended to coincide with weaker economic activity and lower stock prices. But in more recent decades, rises in inflation have tended to coincide ...

New data covering the period since May 2023 have continued to follow the path of a nonlinear Phillips curve that shows the relationship between inflation and a particular measure of labor market slack ...

A decade ago, an esteemed professor delivered a lecture upon receiving a university award for a “significant contribution to the learning environment.” After the lecture, he took questions from the ...

Most investors fail to adopt a hybrid attitude toward the stock market. This means some place too much weight on the fundamentals regardless of price action and charts. In contrast, others swear by ...

What we have now is a yield curve with still high but falling shorter-term yields, a sag in the middle with the low point at 3 years, and rising longer-term yields. Mortgage rates roughly parallel the ...

The job market has proven resilient in the last couple of years. Per the federal Bureau of Labor Statistics, the unemployment rate has been below 4% since February 2022, and in that same period, job ...

The Budget Crunch Is Coming. States Must Adjust Their Spending Accordingly Higher inflation does not mean lower unemployment. Many assertions about monetary policy are based on the Phillips Curve, ...

When Donald Trump won the US presidential election on November 6, 2024, one-year swaps linked to the US measure of inflation, the consumer price index (CPI), jumped 15 basis points as markets ...

TOKYO, July 7 (Reuters) - The Bank of Japan may revise up this year's inflation forecast but will likely hold off on tweaking its yield curve control (YCC) policy in July to await more evidence that ...

The European Central Bank should cut interest rates in June to avoid falling behind the inflation curve, according to ECB policymaker François Villeroy de Galhau. "The question is the next Governing ...