Principal Knowledge Center

The latest insights from our experts on attitudes, behaviors and trends that impact long-term financial security. Thought leaders from across the globe provide data analysis, research and perspective on the economy, investment management, retirement security and more.

The no-inflation inflation
Will inflation ever reach the Fed’s target of 2%? Yes, given a little time. If commodity prices stay in current ranges, they will put upward pressure on inflation.
Central banks in transition
A synchronized upturn suggests central banks may synchronize removal of monetary accommodation. It’s slowly heading that direction.
What a difference a year makes
This week’s report covers last week’s economic data and where central bank policies stand compared to a year ago.
Still a synchronized world upturn
This week’s report covers the continued global economic expansion and the implications of our low-inflation environment.
A slow return to normal
This report covers the month of June and discusses rates slow return to normal, what today tells us about tomorrow, the synchronization of central banks, and implications on asset allocation.
Minding the curves
This week’s report explains the Phillips curve and how real economic activity is still accelerating, while inflation has slowed.

Principal Knowledge Center

The no-inflation inflation

Central banks in transition

What a difference a year makes

Still a synchronized world upturn

A slow return to normal

Minding the curves