Ben Carlson: Exploring Risk and Reward The author of a new book about investing discusses the ‘automatic investing revolution,’ what investors can learn from past bubbles, and the role of complacency in today’s market environment. Christine Benz and Ben Johnson May 12, 2026
April CPI Report Shows Inflation Broadening As Energy Spike Impact Spreads Overall CPI came in at a 3.8%, while core CPI rose at a 2.8% annual rate. Lauren Solberg May 12, 2026
Economists Expect Another Hot Inflation Reading in the April CPI Report The key question is the degree to which rising energy costs will spill across the economy. Jillian Moore May 11, 2026
How Portfolio Diversification Works in Inflationary Periods Some asset classes tend to fare better than others when inflation is higher than average. Amy C. Arnott, CFA May 11, 2026
Want to Protect Your Portfolio From Inflation? Here Are 4 TIPS Funds That Can Help These low-cost TIPS funds and ETFs earn top ratings from Morningstar in 2026. Susan Dziubinski May 11, 2026
Markets Brief: Will the Consumer Start Crying ‘Uncle’? Plus: Cerebras’ IPO, the tech stocks leading the EM rally, unicorn concentration, and the April CPI. Tom Lauricella May 11, 2026
What’s Happening in the Markets This Week April CPI and PPI on deck, plus retail sales. Jillian Moore May 8, 2026
A Stabilizing Jobs Market Is Weathering Inflation Pressures, for Now The healthy April employment report is seen cementing the Fed keeping interest rates on hold. Rachel Schlueter May 8, 2026
Supply Shocks? We’ve Had a Few. Here’s How Investors Can Deal An economist’s take on sky-high gas prices, ‘abysmal’ sentiment, and an economy that’s being rewired. Amy C. Arnott, CFA and Ben Johnson May 3, 2026
March PCE Report: PCE Inflation Index Up 3.5%, Softer Than Expected The PCE Price Index increased 0.66% in March. Bella Albrecht and Lauren Solberg Apr 30, 2026
Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff? Plus, what’s likely flying under the radar. Tom Lauricella and Ivanna Hampton Apr 24, 2026
Forget the 1970s; Here’s Why Richard Bernstein Says Investors Should Be Wary of 1960s-Style Inflation The Janus Henderson investment manager says inflation will be higher than most expect and for dividend stock strategies to outperform. Leslie P. Norton Apr 23, 2026
2 Stocks That Look at Risk if Inflation Rises Avoid these overpriced stocks, especially if you expect inflation to spike. Susan Dziubinski Apr 14, 2026
Inflation Spikes in March as Economists Warn of Spillover Effects in the Months Ahead Long-term inflation expectations remain low, but economists say higher energy costs could curb near-term consumer spending. Rachel Schlueter Apr 10, 2026
March CPI Report Shows Impact of Surging Energy Prices with Inflation at 3.3% Core CPI at a 2.6% annual rate. Lauren Solberg Apr 10, 2026
February PCE Report: Index Up 2.8%, Stronger Than Expected The PCE Price Index increased 0.38% in February. Bella Albrecht and Lauren Solberg Apr 9, 2026
Avoid This Overpriced Stock, Especially If You’re Worried About Inflation Trading at a 46% premium to fair value, this overvalued stock carries a lot of price risk today. Brett Husslein Apr 9, 2026
March CPI Forecast to Reflect Surge in Energy Prices from Iran War The oil-price jump comes as tariffs continue to push underlying inflation higher. Rachel Schlueter and Jillian Moore Apr 8, 2026
2 No-Moat Stocks That Could Be at Risk as Inflation Rises Squeezed consumer budgets, market volatility, and economic uncertainty could lead these companies to have contracted margins—and earnings. David Sekera, CFA, Susan Dziubinski, and Jess Bebel Apr 8, 2026
Forecasts for February PCE Report Show Inflation Above Fed’s Target With goods prices expected to keep inflation elevated, economists think the central bank will keep interest rates unchanged at its upcoming meeting. Rachel Schlueter and Jillian Moore Apr 7, 2026