The probability of a soft landing has materially increased, while stronger than expected growth is likely to put a floor on inflation, which challenges the consensus disinflation view. A refresh of our Dollar Monitor suggests a weaker dollar going forward.
Feb
07
2024
Three Key Themes To Watch—Recession, Inflation & The Dollar
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![Chun Wang / Sr. Research Analyst & Co-Portfolio Manager](https://leuthold.imgix.net/leutholdgroup.com/site_files/authors/DSC_4146_LR_Chun.jpg?h=150&w=150&fit=crop&fp-y=.15)