Skip to content
Dec 14 2017
Inflation Watch

Inflation-As Flat As The Yield Curve

  • Dec 14, 2017

The latest Core CPI number disappointed again. The divergence between inflation break-evens and the yield curve is puzzling. Given the lack of inflationary pressure and the Fed’s projected rate path, it would not surprise us to see a flatter curve without the help of fiscal stimulus in the next few months.

tags

Inflation CPI

Login

For full access, please enter your credentials.
Remember Me

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.

current issue

February 2019
Vol. 39 No. 2

featured articles

recent tags
[ALL]

Quality Factors (3) High-Quality (6) Defensive (10) Momentum (155) Summary (3) Valuations (237) Market Lows (3) Smart Money (8) Prediction (41) Blue Book (3) Groups (162) Asset Growth Rate (1) Shareholder Reward Yield (1) Leverage (17) Cheapest Sector Strategy (1) Low P/E (3) Bridesmaid (27) Sector Allocation Strategy (3) Sectors (244) Utilities (27)