The US equity market continues to ride the wave of liquidity and seasonal FOMO. As we approach our bull case of 4800, the risk/reward deteriorates, particularly with leverage high. The consumer looks ready for a strong and early holiday shopping season—supporting the near-term positive trend. Riding the wave. Equity markets continue to ride the wave of retail flows, seasonal strength…
We continue to be more focused on what growth is going to do rather than rates and believe investors...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM....
On February 27, 2018, Macy’s reported its Q4 2017 and FY17 results. With some retailers and especially Macy’s, following...
The bull vs. bear battle wagered on this past trading week, as the bears attempted to wrestle back into...
The Leuthold Group: Not Normal The Major Trend Index was unchanged at a Neutral reading of zero for the...
In 2023, the S&P 500 gained 20% yet most investors sat on the sidelines as many expected the U.S....
Last Monday, in our January Chartbook, we suggested that the Georgia runoff could be a wildcard for the potential...
Just 2 more trading days remain in 2019 and with that we are looking forward to the longest expansion...
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