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Jul 15 2025
Inflation Watch

Inflation—Demand-Pull Beats Tariffs

  • Jul 15, 2025
  • The latest CPI numbers came in slightly below consensus again.
  • Our Inflation Scorecard saw a few signal changes but maintained a modest disinflationary reading.
  • The demand-pull side has started to show more inflationary pressure.

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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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