A sustained period of significant inflation is probably the biggest risk facing investors. Signs abound that inflationary pressure is building. The S&P GSCI Commodity Price Index has more than doubled from its lows last April, bond-market breakeven rates have surged this past year (i.e., illustrating bond-investors’ inflation expectations), and both manufacturing and service-sector companies report some of the strongest selling-price flexibility on record.
Apr
26
2021
Meet The “Inflation Slayers”
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About The Author
![James Paulsen / Chief Investment Strategist](https://leuthold.imgix.net/leutholdgroup.com/site_files/authors/DSC_2988_LR_Jim.jpg?h=150&w=150&fit=crop&fp-y=.15)