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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 / Director of Multi-Asset Strategies

Chun Wang Director of Multi-Asset Strategies

Chun is the Director of Multi-Asset Strategies for The Leuthold Group, LLC. He also serves as a Co-Portfolio Manager across a range of Leuthold investment portfolios.

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