Cross-Asset Strategy: While growth risks are elevated, our base case looks for an acceleration in global growth in the second half of the year, led by China, and a moderation in inflationary forces that should allow central banks to pivot. Last week’s strong US jobs print should allay concerns that the economy has already slipped into recession, though cements the…
The 2022 bear market will be remembered as a year when collapsing growth stock valuations and rising interest rates...
A Note: Structurally, the market needs breadth to improve this week, which demands improved performance from Equal-Weights and Small-Caps!...
“Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what...
Patient, tactical, resourced, and disciplined investors are always rewarded! Manage those characteristics and you will “massage” your returns higher!...
The Leuthold Group tactical accounts remain positioned defensively, although not to the extent they could be given the bearish...
Correction right on schedule.2 weeks ago we called for a second 10% correction in as many months as we...
Fitness tracker or a smartwatch? Well, that’s a question that was asked a couple of years ago, but plainly...
Cyclicals and small caps have gained more attention even as fiscal deal looks less likely because economic recovery has...
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