Skip to content
Mar 01 2021
Paulsen

What Matters Is The “Mix”

  • Mar 1, 2021

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.

Login

For full access, please enter your credentials.

About The Author

James Paulsen / Chief Investment Strategist

James Paulsen Chief Investment Strategist

Jim is Chief Investment Strategist of The Leuthold Group, LLC. He is a member of the investment committee, authors market and economic commentary, and works with the Leuthold investment team.

current issue

featured articles

recent tags
[ALL]

Inversion (5) Consumer Confidence (52) Expectations (4) Confidence Gap (1) Present Situation Index (6) Yield Curve (68) GDP Growth (6) EPS Growth (22) Momentum (174) Emerging Markets (91) Relative Performance (7) Valuation Spread (1) Valuations (314) Leadership Cycles (47) Small Caps (170) Annualized Total Return (24) Inflation (549) Retirement (1) Cost of Living (2) Housing (33)