Inflation
Economic Outlook
It may be difficult for the economy to prolong its expansion, with the auto and housing sectors weakening and consumer spending being a big question mark.
A Look In The Rearview Mirror...The Best And Worst Of Our Research In 2005
A look at the things we did well in the past year, the areas where we could improve, and those things that were downright wrong.
Inflation Watch
Major reason for lower inflation forecasts is expectation of slowing economy (recession?) in 2006.
Inflation Watch
CPI/PPI inflation twelve month rate of change has likely peaked and is expected to decelerate over at least the next 2-3 months.
Economic Outlook
Still view long rates as potentially vulnerable to strong economy and unexpected inflation.
View From The North Country
The perils of speculation in Housing…..lessons people are now learning. Also, client questions....and Leuthold's answers.
Inflation Impact On The Stock Market
CPI expected to decline in 2006 and historically a decelerating CPI is a significant stock market positive, producing above average returns. Stage could be setting for a market rally in 2006 as inflation pressures wane.
Inflation Watch - Core CPI Exposed
2005 Inflation Predictions Boosted: Now project twelve month CPI to accelerate to about +5.0% by year end.
Economic Outlook
Still bearish on the bond market based on rising inflation and further Fed tightening.
Boosting Inflation Projections
Boosting our 2005 inflation projections based on continuing high energy prices and anticipated above average September CPI/PPI inflation readings. Also, the implications of higher inflation.
Economic Outlook
Still bearish on the bond market. Boosting bond market target yields based on rising inflation and further Fed tightening.
Inflation Watch
Q. Why has your +3.8% 2005 inflation projection been so much higher than the +2.5% to +2.8% consensus?
Economic Outlook
Still bearish on the bond market. CPI inflation could continue to surprise on the upside; the economy never did hit a soft patch; and Fed may still make several more rate hikes.
Inflation Watch
CPI twelve month rate will move higher in second half of year because comparisons will be against relatively low readings from 2004.
Economic Outlook
Still bearish on the bond market. From today’s low interest rate levels, there is not much upside, but downside is significant!
View From The North Country
A recap of the year so far, and our outlook for the second half of 2005.
Inflation Watch
After a brief dip, project twelve month CPI to accelerate to about +3.8% by year end.
Economic Outlook
Still bearish on the bond market. May deficit report encouraging.
Inflation Watch
We continue to be more optimistic about the dollar than most, and believe the post election U.S. dollar weakness was overdone.
Economic Outlook
The current economic expansion will reach four years on 9/30/2005. Since WWII, the average expansion has lasted 57 months.
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
