Goldman Sachs sees core inflation trending lower in 2024, with key PCE report on deck

Goldman Sachs sees core inflation trending lower in 2024, with key PCE report on deck. The bank sees the Federal Reserve's preferred inflation gauge moving down in 2024. The PCE inflation figures could be a significant catalyst for the stock market this week. The release of the Personal Consumption Expenditures Price Index will be released on Friday.

Yardeni says 'big rally' due for stocks if PCE inflation abates

U.S. Economy Yardeni says 'big rally' due for stocks if PCE inflation abates. The core PCe inflation reading for March is slated to be released Friday. The 10-year Treasury yield dragged the S&P 500 down 5.6% from its all-time high.

Weekly Report: what happened at VTIP last week (0415-0419)?

A Fond Goodbye To I Bonds While Examining The Role They Actually Play In A Portfolio

Jim Sloan: I Bonds have served me well since his first purchase in 2000. I Bonds offer deflation protection, a solid return and a chance to defer taxes. Purchasing an I Bond before the May 1 reset assures a 4.77% return based on a combined fixed rate of 1.3% and inflation contribution.

Weekly Report: what happened at VTIP last week (0408-0412)?

2024 Strategic Positioning Update

Home Investing Strategy Fixed Income Analysis 2024 Strategic Positioning Update explains how Russell Investments is positioning its portfolios for the next five years. The firm maintains a cautious risk stance and is leaning toward equities over credit. Recession risk remains elevated, but the markets are priced for an optimistic scenario. The Fed is expected to lower rates in 2024.

Weekly Report: what happened at VTIP last week (0401-0405)?

3 ETFs For Short-Term Risk-Averse Investors

T-bills, short-term TIPs, and AAA-rated CLOs are three of the best investments in this area. Three ETFs for short-Term Risk-Averse Investors: BOXX, JAAA, VTIP. The Alpha Architect 1-3 Month Box ETF has comparable returns to t-b Bills.

AllianceBernstein warns of higher structural inflation

AllianceBernstein warns of higher structural inflation in the years ahead. The financial institution says investors are selling inflation protected securities in the mistaken belief that they're no longer needed. AllianceBernstein believes we're entering a new regime of higher inflation. The firm says investors may want to boost their allocations towards inflation protection.

How Mega-Forces Will Reshape The Macro Regime And Investing

Why Investors Need Inflation Protection Now

VTIP, KCE: Big ETF Outflows

Dawn Of A New Regime: Implications For Fixed Income

Mounting pressures from macro megaforces point toward higher structural inflation and lower real GDP growth in the years ahead. We think higher inflation and slower economic growth will reverberate across the global fixed-income markets. Three powerful forces: deglobalization, demographics and climate change.

Short-Term Vs. Long-Term Bonds: Analysis And Comparison

Short-term and long-term bonds have different characteristics, including maturities and credit risk. In most cases, long- term bonds tend to yield more than short-term. An analysis and comparison of short-Term Vs. Long-Term Bonds: Analysis And Comparison. The Federal Reserve is likely to cut rates in coming months.

Weekly Market Pulse: Don't Just Do Something, Sit There

Weekly Report: what happened at VTIP last week (0325-0329)?

Here's the Worst Vanguard ETF to Buy Right Now for Long-Term Investors

Vanguard Short-Term Inflation-Protected Securities ETF declares quarterly distribution of $0.0267

Vanguard Short-Term Inflation-Protected Securities ETF declares quarterly distribution of $0.0267. 30-Day SEC Yield of 1.82% as of March. 26; for shareholders of record Apr. 04; ex-div Apr. 28.

Weekly Report: what happened at VTIP last week (0318-0322)?

Weekly Report: what happened at VTIP last week (0311-0315)?