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Nov 05 2021
Macro Monitor

Fed Taper—Not A Policy Error

  • Nov 5, 2021

We believe concerns about central-bank policy error are mostly a foreign issue, because they have moved much more aggressively than the Fed. The market has shown no indication of a Fed-policy mistake and we are still on board with the reflation trade.

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Fed Policy Taper

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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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Sector Rankings (34) Oil & Gas Storage & Transportation (3) Oil & Gas Exploration & Production (21) Integrated Oil & Gas (11) Group Report (362) Energy (84) Risk Aversion Index (95) Fed Policy (144) Taper (10) Seasonality (52) High Beta Index (2) Seasonal Cycle (26) Profit Margins (66) PPI-CPI Inflation Spread (2) NIPA EBIT Margin (1) Inflation (552) CPI (156) PPI (96) S&P 500 (329) Normalized EPS (32)