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Jul 06 2012
Macro Monitor

2012 Time Cycle—Mid Year Update

  • Jul 6, 2012

1st half LT rate movements tracked cycle composite well, but we differ on the pattern in the second half. The “muddle through” pattern on the U.S. Composite Leading Indicator is more consistent with our view.

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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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