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Oct 06 2017
Macro Monitor

Balance Sheet Reduction ≠ Higher Rates

  • Oct 6, 2017

Overall, the impact of balance sheet reduction on interest rates is weak, at best. Inflation is a much bigger longer-term driver of interest rates.

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Balance Sheet

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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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