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Jul 16 2018

Don’t FADE Inflation Risk!

  • Jul 16, 2018

Inflation/overheat worries have eased recently. The advance in the 10-year bond yield has stalled just below 3%, the upward trend in commodity prices paused once the U.S. dollar began rising in April, and wage inflation has failed to break above 3%. Indeed, the latest employment report left a goldilocks impression with a solid jobs gain, a rise in the labor force participation rate, and only a modest increase in wages. 

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About The Author

James Paulsen / Chief Investment Strategist