Skip to content
Feb 14 2019
Inflation Watch

Inflation Stable

  • Feb 14, 2019

The latest CPI numbers are largely in line with market expectations. The Fed pause and other central bank easing moves are positive for risk markets. Watch cyclicals/defensive relative performance and ISM for near term direction.

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

September 2020
Volume 40
No 9

featured articles

recent tags
[ALL]

Consumer Discretionary S&P 500 (4) Cyclicals (63) Consumer Discretionary (49) Value (107) Amazon (3) Style Performance (3) Sector Rankings (20) Health Care (60) Group Report (355) Price Volatility (1) Earnings-Release (6) Earnings (243) Correlations (37) Fed Policy (125) ISM Non-Manufacturing (3) ISM Price Index (3) Recovery (54) Total Portfolio Yield (1) 10-Year Forward (1) Total Returns (49)