Skip to content
Jan 16 2018
Inflation Watch

Inflation—A Small Upside Surprise

  • Jan 16, 2018

The latest Core CPI number beat expectations but the yield curve flattened. The market shows more conviction about the Fed’s rate hikes than longer term inflation. We recommend patience and we don’t believe missing out on the first few months of higher inflation will cost us dearly.

tags

Inflation

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.

Perception for the Professional
July 2025 Issue

Featured Articles

Sector Navigator
July 2025 Issue

Recent Tags
[ALL]

Selloff (1) Recession (70) Growth (120) Value (132) Germany (4) Dreams and Nightmares (5) Yield Curve (86) Election (11) China (45) Dollar (56) Gold (84) Easing (1) Market Rotation (2) CPI (171) Inflation (585) Factor Performance (18) Japan (48) Yen (7) Wealth Effect (9) Bank Lending (1)