Market and Volatility Commentary December Post-Mortem, Signals from Fund Flows, Role of Systematic Flows and Reversion December Post-Mortem Over the past month, the confidence of equity investors virtually collapsed. The month of December proved us wrong in the view that the market would rise into year-end and in 2018 overall. Our call for a year-end recovery was based on near-…
Public Service Announcement: Watch The VIDEO HERE! Bear markets happen, on average, once every 4.1 years. There have been...
Like many retail names, J.C. Penney (JCP) has reported a disappointing holiday sales period. With the retailer’s CEO previously...
The Leuthold Group: Not Normal The Major Trend Index was unchanged at a Neutral reading of zero for the...
What does “back to the new future” mean? The era of quantitative easing and a quick trigger Fed easing...
Market and Volatility Commentary COVID-19 forecasts – providing updates and modeling details Given the unprecedented heath crisis and resulting...
Macro Strategy—Time to End Quantitative Tightening Fast Approaching: Quantitative tightening (QT) has reached its limits in the regional banking...
IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical,...
Macro Strategy—QT Kicks into Second Gear: Financial conditions are likely to remain under pressure as the Federal Reserve’s (Fed)...
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