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.
Inflation
More on Inflation
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.
What’s Happening in the Markets This Week
July CPI and PPI reports are due. CoreWeave, Nebius, and Applied Materials earnings on deck.
Morningstar DBRS: What Japan’s Break from Low Rates Could Mean
Despite higher fiscal costs due to higher bond market yields, near-term credit risks are limited.
AI Risks and Resilient Stocks: Morningstar’s EMEA CIO on the Global Market Outlook
Mike Coop explains why stock markets have been strong amid multiple crosscurrents and where investors should look for opportunities.
Stefan Sharkansky: The Retirement Rule That Leaves Too Much Money Behind
The statistician says rigid withdrawal rates often cause retirees to underspend. He has a formula that balances secure income with flexible spending.
Markets Brief: Why Bonds Did the Twist and the Mag 7 Did a Split
Bond traders give Warsh a thumbs down on the inflation fight, bifurcation in Big Tech, and the jobs report on deck.
June PCE Report: Index Up 3.7% from Last Year, Softer Than Expected
The PCE Price Index decreased 0.11% in June from the previous month.
Forecasts for June PCE Show Cooling Inflation Ahead of Fed’s Next Meeting
The Fed’s favored inflation measure is expected to moderate.
United States