What’s Happening in the Markets This Week
August inflation report slated for release, plus earnings from Adobe and Oracle.
Inflation
More on Inflation
Strong August Jobs Report Sharpens Fed’s Focus on Inflation
New data showed the labor market on solid footing, led by gains in leisure and hospitality.
TIPS Look Tempting. Should You Buy?
Treasury Inflation-Protected Securities are sporting some of the highest yields ever, but there are a few caveats for investors to consider before making a purchase.
The Investing Risks Recent History May Be Hiding
The authors of ‘The Architecture of Wealth’ have a warning for investors: Don’t assume stocks will always recover quickly, and don’t underestimate the possibility of another inflation shock.
Warsh Sounds Hawkish, but Will There Be a September Rate Hike?
The new Fed chair’s Jackson Hole speech appeared focused on strengthening his anti-inflation credentials, economists say.
July PCE Report: PCE Inflation Index Up 3.7%, Stronger Than Expected
The PCE Price Index increased 0.16% in July.
PCE Inflation Likely to Edge Higher in July
While core inflation may run higher, the broader trend suggests price pressures are finally easing.
I Thought I Had These 3 Retirement Topics Figured Out. Here’s Why I Changed My Mind
Lessons for retirees and preretirees on target-date funds, TIPS funds, and asking for help.
What’s Happening in the Markets This Week
Inflation data from the July PCE report is on deck. Nvidia and Salesforce to report earnings.
Why Bond Yields Are Rising—and Might Keep Heading Higher
Major bond markets are under pressure thanks to massive AI debt sales, fiscal woes, and inflation concerns.
How Morningstar’s Retirement Advice Stacks Up Against the 4% Rule
Our conservative approach has held up well since 2022, while retirees who started with the 4% rule have lower odds of success.
Markets Brief: The ‘Not Dead Yet’ Software Stock Rally, What to Watch in Retail Earnings, and How Much Inflation AI Could Be Causing
As software stocks bounce, the narrative that AI will kill software businesses seems to be fading.
The Labor Market Is Weaker Than the Bond Market Thinks
Investors are focusing too much on the recent dip in unemployment, while other data show continued softness.
This Retirement Strategy Can Provide Inflation Protection for 30 Years
Why a retirement researcher likes TIPS ladders better than immediate annuities.
Will the ECB Raise Interest Rates Again in 2026, but Cut Them in 2027?
Markets almost unanimously expect another ECB rate hike in September.
A ‘Middle of the Road’ July CPI Likely Gives Fed Breathing Room on Rate Hikes
While inflation is softening, it remains above the Fed’s target.
July CPI Report Shows Inflation at a 3.4% Annual Rate
Core CPI at a 2.5% annual rate.
July CPI Expected to Bounce Back After Unexpected June Inflation Decline
Economists see a slight overall softening in inflation, but price pressures remain above the Fed’s target.
Markets Brief: Big-Tech Capex and What’s Next for the Yen
Why the market rewarded some capex plans but not others. Plus, CPI on deck.
One Statistician’s Warning for Retirees About the 4% Rule
You could end retirement with 50% more wealth than you started with, says Stefan Sharkansky. Here’s why he thinks that’s a problem.
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