Inflation is modest and broadly in line with expectations. Labor costs have stabilized, but the global disinflationary trend has not changed. We maintain our view that inflation will be a non-factor in the first half of 2014, but it might increase moderately in the second half. Inflation on the producers’ level is weak, too and the PPI inflation pipeline doesn’t seem to pose any immediate inflationary threat either.
Feb
21
2014
Inflation Pressure Anemic
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
Japan
(47)
Factor Performance
(17)
Wealth Effect
(9)
Bank Lending
(1)
Dollar
(55)
Inflation
(584)
Resession
(1)
Time Cycles
(6)
Breakeven Rate
(1)
Oil
(48)
Value
(130)
Treasuries
(79)
Long T-Bonds
(24)
Active vs. Passive
(17)
Yield Curve
(85)
Economy
(282)
Federal Spending
(2)
Stock Market Performance
(1)
Fed Policy
(173)
Federal Debt/Deficit
(194)