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Jul 06 2012
Macro Monitor

2012 Time Cycle—Mid Year Update

  • Jul 6, 2012

1st half LT rate movements tracked cycle composite well, but we differ on the pattern in the second half. The “muddle through” pattern on the U.S. Composite Leading Indicator is more consistent with our view.

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Time Cycle

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About The Author

Chun Wang / Sr. Research Analyst & Co-Portfolio Manager

Chun Wang Sr. Research Analyst & Co-Portfolio Manager

Chun is a Senior Analyst and Co-Portfolio Manager for the Leuthold Core Investment Fund, Leuthold Global Fund, Leuthold Global Industries Fund, and Leuthold Select Industries Fund.

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