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
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![Chun Wang / Sr. Research Analyst & Co-Portfolio Manager](https://leuthold.imgix.net/leutholdgroup.com/site_files/authors/DSC_4146_LR_Chun.jpg?h=150&w=150&fit=crop&fp-y=.15)