8 ways investors can play a possible Trump-driven inflation shock that deprives the market of rate cuts
Tax cuts, deregulation, and protectionist policies, sounds like a deal for the domestic economy. But it could upset the ...
Trump’s Inflation Fix Centers on Energy Emergency That Doesn’t Exist
Economists and analysts aren’t convinced that an expansion of oil and gas production will lower consumer prices.
Inflation could drive bond yields to 20-year highs and shock the stock market, BlackRock chief Larry Fink says
Treasury yield surpassed 5%, it could "shock" the stock market and "force a revaluation," BlackRock's Larry Fink said.
Detroit News5d
Davos can’t stop worrying about inflation genie in new Trump era
where participants exuded nervousness at the possibility of a Trump comeback but did wonder aloud if the global inflation shock may fade. Fink isn’t convinced. “I believe the bond market is ...
Private Equity And Rates, Part II: Do Rates Really Matter For Private Equity?
The correlation between interest rates and the dispersion of performance among leading and lagging private equity funds is more consistent across both periods.
Nasdaq13d
Can MGM Stock Make A Comeback To Its Pre-Inflation High Of $50?
MGM Resorts stock (NYSE: MGM) currently trades at $32 per share (Jan. 13), roughly 36% below its pre-inflation shock high of $50 seen on November 5, 2021. The stock has been impacted by the Macau ...
Private Equity And Rates, Part I: The Theoretical Framework
In 2022 and 2023, following a long period of low interest rates, the US Fed fought the post-pandemic inflation shock with one of the most rapid rate-hiking cycles in history.
Business Insider6d
Inflation could drive bond yields to 20-year highs and shock the stock market, BlackRock chief Larry Fink says
That would shock the equity market ... partly because of concerns about a resurgence of inflation, which could cause interest rates to stay higher for longer as the Federal Reserve tightens ...