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.

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

featured articles

recent tags
[ALL]

Bond Yield (155) 10-Year Treasurys (29) Stock/Bond Correlation (10) Value (119) Momentum (172) Sector Rankings (29) Property & Casualty Insurance (8) Group Report (359) Investment Banking & Brokerage (5) Regional Banks (17) Financials (60) Consumer Finance (8) Asset Management & Custody Banks (7) Risk Aversion Index (90) Stock Duration (1) BRIC (2) Forward EPS (3) MSCI Developed Country (2) Valuations (309) MSCI Emerging Market (21)