Skip to content
Jul 14 2021
Inflation Watch

Inflation—Another Strong Beat

  • Jul 14, 2021

The CPI numbers exceeded the most aggressive market estimates. The bond market’s message is quite clear: the concerns of Fed tightening outweighs inflation. While it’s still debatable whether inflation is “transitory”, the reflation trade still gets the benefit of the doubt. 

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]

Signal (12) Breadth Thrust (4) NYSE Moving Balance Indicator (8) Valuations (310) Foreign Stocks (15) Forward EPS (5) Price Performance (2) MSCI Developed Country (4) EPS Growth (21) GAAP EPS (10) Peak P/E (1) Peak P/E Ratio (1) S&P 500 (324) Earnings (251) Peak EPS (5) Interest Rates (248) Inflation (544) Federal Debt/Deficit (189) ISM New Orders Index (5) Fed Policy (138)