Inflation fears have justifiably ratcheted higher in recent weeks. The expected inflation rate embedded in the bond market (i.e., the 10-year breakeven rate) surged off a low last March to more than 1% above the 10-year Treasury yield. Industrial commodity prices have reached their highest levels since 2011, and the price of crude oil—tripling from year-ago levels—is now higher than before the pandemic.
Mar
01
2021
What Matters Is The “Mix”
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
Bank Lending
(1)
Wealth Effect
(9)
Resession
(1)
Dollar
(55)
Inflation
(584)
Time Cycles
(6)
Oil
(48)
Breakeven Rate
(1)
Value
(130)
Treasuries
(79)
Long T-Bonds
(24)
Active vs. Passive
(17)
Yield Curve
(85)
Economy
(282)
Federal Spending
(2)
Stock Market Performance
(1)
Federal Debt/Deficit
(194)
Fed Policy
(173)
Federal Outlays
(1)
Stimulus
(4)