Inflation
Featured
What to Expect from the October 2026 Fed Meeting
Smart Investor: How to Hedge the AI Trade, CoreWeave’s Tumble, and the Outlook For Inflation
Why Bonds Stumbled and Stocks (Mostly) Stood Strong in Q3, and What Lies Ahead for Investors
Mortgage Rates Are Above 7%. Is It Better to Rent or Buy a Home Right Now?
More on Inflation
What High Inflation Means for Stocks, Bonds, and Your Portfolio
Historical returns reveal how major asset classes have weathered high inflation and what those patterns mean for portfolio diversification.
4 Reasons To Think US Inflation Will Come Back Down
Here’s why we expect US inflation to fall in line with the Fed’s 2% target over 2028-30.
Are TIPS ETFs the Best Way to Fight Inflation?
Plus, four TIPS ETFs with top marks from Morningstar, and what you need to know before investing.
Investors Fled US Equity Funds in September. Here’s Where They Put Their Money Instead
Rates, inflation, and valuations are all likely weighing on allocation decisions.
September’s Hot CPI Report Shows Price Pressures Broadening
Inflation ran hot across the board last month—a potentially troubling development for the Fed.
September CPI Report Shows Inflation at a 3.7% Annual Rate
Core CPI at a 2.6% annual rate.
CPI Forecasts Show Moderated Inflation in September, Keeping the Fed on Hold
Economists predict Wednesday’s inflation report will show that non-energy price pressures remained subdued in September.
What’s Happening in the Markets This Week
The CPI and PPI inflation reports are coming. The bond market is closed on Monday.
The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments
Ask the Analyst columnist Amy Arnott answers a grab bag of reader questions about bond ETFs, TIPS, retirement planning, and more.
August PCE Report: PCE Inflation Index Up 3.4%, Softer Than Expected
The PCE Price Index increased 0.31% in August.
Why the Bond Market Sold Off in Q3—Will the Losses Continue in Q4?
Sticky inflation and the AI borrowing boom are driving yields upward with no signs of slowing.
What’s the Difference Between the CPI and PCE Indexes?
Inflation is top of mind for investors, but there’s more than one way to measure consumer prices.
Actually, AI Is Boosting Interest Rates, Not Inflation
The conventional wisdom misses the role of the Fed.
Smart Investor: The Fund Managers Dialing Back Risk, Rieder on Inflation, and Questionable Tokens
We wrap up our coverage of the markets and the week.
What’s Happening in the Markets This Week
Jobs, PCE inflation, earnings from Nike, and more.