The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting excited about the reopening, we are getting more concerned about (1) execution risk and (2) what’s already priced in.First, on the execution front, there’s growing evidence that supply remains a problem for many companies, just as demand is picking up. These…
The Leuthold Group The Major Trend Index was unchanged at a High Neutral reading of +1 for the week...
“I don’t think you can get to be a really good investor over a broad range without doing a...
Even with better than expected earnings results from the big money center banks and early technology sector reporting, the...
Merrill Lynch: IN THIS ISSUE Macro Strategy—Is Stagflation Likely?: With inflation stubbornly high after briefly surpassing levels not seen...
We’ve made it through another topsy-turvy week in the equity markets relatively unscathed. There was a good deal of...
Good Sunday and as a reminder, our weekly Research Report issuance will begin again on December 9, 2019. This...
Markets: Job openings fell in September according to the latest JOLTS report out today, while our “Take this job...
A very strong US dollar provides yet another headwind for earnings. Meanwhile, from a historical perspective, this bear market...
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