Inflation

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Geopolitical Risk Will Take Center Stage

By David O'Malley | May 14, 2018

Equities seemed to find their footing last week, helped by some of the big cap technology stocks. Meanwhile, bonds got some favorable news on the inflation front and were able… Read More

A New Era with New Challenges for Jerome Powell at Federal Reserve

By Penn Mutual Asset Management | March 20, 2018

Penn Mutual Asset Management CIO Mark Heppenstall contributed an article to The Hill where he discusses the market’s reaction to the appointment of new Federal Reserve (Fed) Chair, Jerome Powell…. Read More

Fed Meeting Takes Center Stage

By David O'Malley | March 19, 2018

This week’s Federal Reserve (Fed) meeting, the first for new Chairman Jerome Powell, will be closely scrutinized. The market is pricing in very high odds of a 25 basis point… Read More

Treasury Auctions and Inflation Data

By David O'Malley | March 12, 2018

The bond markets could be on the receiving end of a negative one-two punch this week. The bond market is very vulnerable in the short term with all the recent… Read More

Strong U.S. Employment and the Potential Impact of Tariffs

By David O'Malley | March 5, 2018

Markets will experience a tug of war between the impacts of threatened tariffs and strong employment data in the week ahead. The potential for a trade war as a result… Read More

Longer Term View on U.S. Interest Rates

By David O'Malley | February 26, 2018

Given my bearish near-term view on U.S. Treasury bonds, I have recently been asked several times, where do interest rates go over the longer term? Over the next several years,… Read More

Fed Minutes, Warren Buffett’s Annual Letter Top the Week’s News

By David O'Malley | February 20, 2018

After a few volatile weeks for the markets, I expect a return to a more normal rhythm over the weeks ahead. The factors impacting both stocks and bonds are firmly in… Read More

Booming Economy, Volatile Market

By Zhiwei Ren | February 15, 2018

Two thousand seventeen was one of the quietest years in the market. Many volatility indicators reached record lows during the year and selling volatility and buying the dip were two… Read More

Interest Rates Move Higher

By David O'Malley | January 22, 2018

My EAGLES are going to the Super Bowl! Fly Eagles Fly… The 10-year Treasury ended last week at 2.66% – its highest level since 2014. A combination of factors are pushing… Read More

Will Earnings Keep the Stock Market Momentum Going?

By David O'Malley | January 16, 2018

Last week’s inflation data came in slightly above expectations while most equity markets continued to rally. Stocks pushed to new all-time highs on optimism for economic growth, deregulation and a… Read More



Disclosure Statement

This blog post is for informational use only. The views expressed are those of the author, Dave O’Malley, and do not necessarily reflect the views of Penn Mutual Asset Management. This material is not intended to be relied upon as a forecast, research or investment advice, and it is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.

Any statements about financial and company performance of The Penn Mutual Life Insurance Company or its insurance subsidiaries (each, “Client”) made by the author is provided with a written consent from the Client.  Penn Mutual Asset Management is a wholly owned subsidiary of The Penn Mutual Life Insurance Company.

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Opinions and statements of financial market trends that are based on current market conditions constitute judgment of the author and are subject to change without notice.  The information and opinions contained in this material are derived from sources deemed to be reliable but should not be assumed to be accurate or complete.  Statements that reflect projections or expectations of future financial or economic performance of the markets may be considered forward-looking statements.  Actual results may differ significantly.  Any forecasts contained in this material are based on various estimates and assumptions, and there can be no assurance that such estimates or assumptions will prove accurate.

Investing involves risk, including possible loss of principal.  Past performance is no guarantee of future results.  All information referenced in preparation of this material has been obtained from sources believed to be reliable, but accuracy and completeness are not guaranteed. There is no representation or warranty as to the accuracy of the information and Penn Mutual Asset Management shall have no liability for decisions based upon such information.

High-Yield bonds are subject to greater fluctuations in value and risk of loss of income and principal. Investing in higher yielding, lower rated corporate bonds have a greater risk of price fluctuations and loss of principal and income than U.S. Treasury bonds and bills. Government securities offer a higher degree of safety and are guaranteed as to the timely payment of principal and interest if held to maturity.

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