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May 06 2016
Macro Monitor

Reflation Trade Back In Vogue? We’d Rather Be Late Than Early

  • May 6, 2016

Despite recent improvement in some inflation measures, we are not convinced the war against disinflation has been won. The risk of being too early on the inflation call far outweighs the risk of being too late.

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Inflation

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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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