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Aug 13 2020
Inflation Watch

Reflation Strengthening

  • Aug 13, 2020

The CPI numbers beat expectations again. The reflation theme is supported by a weaker U.S. dollar and lower real yields. Our inflation scorecard is also consistent with a reflation story.

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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.

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