Inflation

U.S. stocks reached new all-time highs in May despite persistent inflation concerns and rising interest rates. In this month's market update, Summit Puri explores the impact of elevated bond yields, the Federal Reserve leadership transition, and what these developments mean for long-term investors.

April’s CPI report showed inflation climbing to 3.8%, the highest level since 2023, largely fueled by sharp increases in energy prices tied to Middle East oil disruptions. While core inflation remains more contained, elevated energy costs continue to create uncertainty for consumers, markets, and Federal Reserve policy decisions.

The S&P 500 has reached new all-time highs following a volatile stretch driven by geopolitical developments, easing oil market concerns, and strong corporate earnings. While headlines have focused on the Middle East and energy prices, underlying fundamentals and broad diversification continue to support investor outcomes.

Rising gasoline prices are more than just a frustration at the pump—they’re a signal of broader economic shifts. As energy costs climb amid geopolitical tensions, consumers, inflation, and market expectations are all feeling the ripple effects.

Interest rates influence everything from borrowing costs to bond prices and stock valuations. Understanding how Federal Reserve rate changes ripple through the economy can help investors stay disciplined and focused on long-term financial goals.

Inflation has reshaped household budgets and long-term financial planning, with the cost of living rising nearly 20% since 2021. This article explores practical budget adjustments and investment strategies designed to help protect purchasing power and build resilience during prolonged inflationary periods.

Gold and silver are grabbing headlines as investors seek shelter from inflation, volatility, and global uncertainty. While precious metals can play a limited role during turbulent times, they don’t generate income or long-term growth—and their prices are often driven by speculation. In this article, we explore the recent rise of gold and silver, weigh their pros and cons, and explain why true diversification through productive assets remains the most reliable path to lasting wealth.

Purchasing Power With the inflation rate, anything Jerome Powell says, and interest rates at the top of everyone’s news feed lately,...

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Hopefully, you'll excuse my two-week hiatus from "What We Learned in the Markets." I'll be back next week and better than ever when I...

With the February market reaction for investors, it may feel like déjà vu all over again as inflation and the Fed dominate market headlines.

Inflation: What is it? Inflation is a word that is not spoken of regularly in our social circles. It has been mostly used in financial...