Inflation Articles
Bond Market’s Inflation Expectations Near Fed’s Target
September 2024 by Charles Rotblut
Federal fund futures were pricing in a high probability of an interest rate cut being announced following the September Federal Open Market Committee (FOMC) meeting as we went to press.
September 2024 by Charles Rotblut
Federal fund futures were pricing in a high probability of an interest rate cut being announced following the September Federal Open Market Committee (FOMC) meeting as we went to press.
Breakeven Rates Signaling a Potential Slowing of Inflation
June 2022 by AAII Staff
As of mid-May 2022, expectations for future inflation show short-term signs of having peaked.
June 2022 by AAII Staff
As of mid-May 2022, expectations for future inflation show short-term signs of having peaked.
Dealing With Inflation in a Retirement Portfolio
June 2022 by Craig Israelsen
The RMD is a built-in inflation adjuster that allows retirees to be more cautious in their asset allocation if they so choose.
June 2022 by Craig Israelsen
The RMD is a built-in inflation adjuster that allows retirees to be more cautious in their asset allocation if they so choose.
Online Exclusive: Understanding the Breakeven Inflation Rate
June 2022 by Matthew Bajkowski
The breakeven inflation rate is a helpful guide for determining minimal rates of return required to maintain wealth in real terms.
June 2022 by Matthew Bajkowski
The breakeven inflation rate is a helpful guide for determining minimal rates of return required to maintain wealth in real terms.
Why I Bonds Have Appeal When Inflation Is Rising
June 2022 by Charles Meyer
With part of its interest rate based on the rate of inflation, Series I savings bonds might be worth a look in the current environment.
June 2022 by Charles Meyer
With part of its interest rate based on the rate of inflation, Series I savings bonds might be worth a look in the current environment.
Inflation Not a Major Hindrance to Investment Returns
September 2021 by Adam Scheg
Though inflation erodes purchasing power—the ability to buy goods and services with a set amount of money—it is not as damaging to investment returns, a study finds.
September 2021 by Adam Scheg
Though inflation erodes purchasing power—the ability to buy goods and services with a set amount of money—it is not as damaging to investment returns, a study finds.
The Bond Market's Expectations for Inflation
July 2021 by Charles Rotblut
The breakeven rate reflects the bond market’s expectation for future inflation. While breakeven rates cannot accurately predict what will occur in the future, they can provide insights.
July 2021 by Charles Rotblut
The breakeven rate reflects the bond market’s expectation for future inflation. While breakeven rates cannot accurately predict what will occur in the future, they can provide insights.
Online Exclusive: Defining Inflation for Your Portfolio
June 2021 by Matthew Bajkowski
Any time in history when a nation has seen a dramatic increase in available cash, inflation has been a concern. How should investors respond when inflation heats up and poses risk to their portfolios?
June 2021 by Matthew Bajkowski
Any time in history when a nation has seen a dramatic increase in available cash, inflation has been a concern. How should investors respond when inflation heats up and poses risk to their portfolios?
Gold Price Neither Predicts Inflation Nor Protects Against It
January 2021 by Matthew Bajkowski
Over the past 45 years, real gold prices have risen when fears about high future inflation have been heightened, a study found. However, once gold prices peaked, returns were negative.
January 2021 by Matthew Bajkowski
Over the past 45 years, real gold prices have risen when fears about high future inflation have been heightened, a study found. However, once gold prices peaked, returns were negative.
What You Can Gain From Reading the Economic Tea Leaves
November 2020 by Brian Haughey
Comparing changes in given metrics and their relative performance allows us to assess if economic activity is accelerating or decelerating and adjust our portfolio allocations if desired.
November 2020 by Brian Haughey
Comparing changes in given metrics and their relative performance allows us to assess if economic activity is accelerating or decelerating and adjust our portfolio allocations if desired.
Inflation: The Dormant Dragon
September 2020 by Craig Israelsen
If you believe that inflation will rear its ugly head again, it would be prudent to build a portfolio that has demonstrated an ability to defend itself against inflation.
September 2020 by Craig Israelsen
If you believe that inflation will rear its ugly head again, it would be prudent to build a portfolio that has demonstrated an ability to defend itself against inflation.
Dividend Growth Helps Portfolios Combat Inflation
July 2020 by Aaron Brask
Investors, particularly retirees, can leverage the benefits of dividends to combat the deleterious effects of inflation and market volatility.
July 2020 by Aaron Brask
Investors, particularly retirees, can leverage the benefits of dividends to combat the deleterious effects of inflation and market volatility.
Longer-Term Inflation Forecasts Are Less Accurate
March 2017 by AAII Staff
The accuracy of inflation forecasts decreases the further out in the future economists make them for.
March 2017 by AAII Staff
The accuracy of inflation forecasts decreases the further out in the future economists make them for.
Asset Returns During High and Low Inflationary Periods
December 2016 by Craig Israelsen
Large-cap stocks have performed well when inflation has been low, while commodities, real estate and small-cap stocks have led when inflation was high.
December 2016 by Craig Israelsen
Large-cap stocks have performed well when inflation has been low, while commodities, real estate and small-cap stocks have led when inflation was high.
Valuations, Inflation and Real Returns
June 2013 by Charles Rotblut, Robert Shiller
The Yale economics professor explains why he looks at 10 years of earnings and the importance of factoring in inflation when valuing assets.
June 2013 by Charles Rotblut, Robert Shiller
The Yale economics professor explains why he looks at 10 years of earnings and the importance of factoring in inflation when valuing assets.
Addendum: Adjusting Retirement Withdrawals for Inflation
May 2013 by Charles Rotblut
An addendum to the May 2013 AAII Journal article “Taking Retirement Withdrawals From a Fund Portfolio” that takes inflation into account when calculating withdrawal amounts.
May 2013 by Charles Rotblut
An addendum to the May 2013 AAII Journal article “Taking Retirement Withdrawals From a Fund Portfolio” that takes inflation into account when calculating withdrawal amounts.
TIPS and the Nature of Inflation Protection
December 2010 by Daniel W. Wallick, Jill Marshall
The total return of Treasury Inflation-Protected Securities (TIPS) is influenced both by trailing inflation and expectations for future inflation.
December 2010 by Daniel W. Wallick, Jill Marshall
The total return of Treasury Inflation-Protected Securities (TIPS) is influenced both by trailing inflation and expectations for future inflation.