CPI readings were a tad hotter than estimates again in January. Given the speed of disinflation that’s currently priced in by the market, we are probably headed toward a period of expectation adjustment.
Feb
13
2024
Inflation—Above Expectations Again
Login
For full access, please enter your credentials.
Not a Subscriber?
If you are interested in subscribing to The Leuthold Group, contact us online or give us a call at 612-332-1567.
Contact UsAbout The Author
current issue
featured articles
recent tags
Gold
(84)
Dollar
(56)
Easing
(1)
CPI
(171)
Market Rotation
(2)
Election
(10)
Inflation
(585)
Recession
(69)
Value
(131)
Growth
(119)
Factor Performance
(18)
Japan
(48)
Yen
(7)
Wealth Effect
(9)
Bank Lending
(1)
Resession
(1)
Time Cycles
(6)
Breakeven Rate
(1)
Oil
(48)
Treasuries
(79)