Tag Archives: inflation beta

Energy Stocks Beat Oil Futures In Rising Inflation

There may be a legitimate concern about rising inflation since inflation has been under the Fed’s target for years and there is now very low unemployment with signs of accelerating economic growth.  The low unemployment rate and strong growth are probably positive for the stock market and the tax cuts may provide even more upside.  However, Read more […]

Global Inflation Beta

It is a familiar concept that commodities have provided inflation protection as discussed in a recent post about a discussion I had with Bluford Putnam, Managing Director and Chief Economist, of our partner, CME Group, to discuss why inflation is likely to appear this year. I have also discussed how much inflation protection has been provided in a special video Read more […]