This week offered another look at inflation numbers in the U.S. Inflation is robust and we see those inflation hotspots or pockets. Transportation costs for goods are soaring. Commodities prices (and especially oil) are on the march higher. Yet the markets have shrugged off the big inflation numbers. The stock and bond markets are buying […]
The inflation watch for investors.
One of the biggest risks to stocks is bonds. The great fear is inflation and a rising rate environment that might come along for the ride. But as I discussed in my most recent MoneySense post, a rising rate environment might not necessarily accompany inflation. After WWII, we had some meaningful inflation and rates stayed […]