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Dec 18 2014
Inflation Watch

Inflation—Transitory?

  • Dec 18, 2014
  •  We expect the downward pressure on inflation to persist in the near term.
  •  But we are starting to think the current pessimism about inflation is a bit overdone.
  •  Wage related indicators, which is by far the most important driver of inflation, have started to point to a rise in wage pressure as the job market gets tighter.
  •  Inflation at producers’ level has more downside too in the near future.

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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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