Skip to content
May 10 2018
Inflation Watch

Inflation—A Small Miss

  • May 10, 2018

We have seen a string of in-line/slightly subpar inflation numbers (including wages) both here in the US and overseas. Two countervailing market forces are at work too: a resurgent dollar and higher oil/commodities prices. Financial conditions would tighten quite a bit if both the dollar and the real yields are up significantly.

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 2020
Volume 40
No 2

featured articles

recent tags
[ALL]

Inflation (525) Contrarian (10) Fed Policy (112) Crude Oil (32) Energy (80) Oil (47) MSCI Emerging Market (19) Valuations (260) Emerging Markets (79) U.S. Exceptionalism Index (1) NASDAQ/NYSE Ratio (1) Dumb/Smart Money Relative Put/Call Ratio (1) Relative Strength (39) Volume (10) Tesla (2) Parabolics (1) Pullbacks (1) Liquidity (27) Monetary Measures (6) Total Returns (46)