By Jim Paulsen of The Leuthold Group Inflation has been slowing for the last several months and finally appeared in the “headline” numbers last week. Although a single comforting CPI report will not eclipse ongoing concerns about inflation, leading up to that report, there was a broad array of evidence that inflation was moderating and has probably peaked—e.g., falling commodity…
Markets to continue following the path of COVID recovery Cross-asset Strategy: Risk markets recovered from the technical sell-off, as...
In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak...
The Fed’s “surprise” move toward tapering that took markets lower last week is just the moment of recognition for...
In the U.S. retail landscape, the strength seen this past holiday season continued into the first quarter of 2018....
“The market indexes may have bottomed, but keep in mind, making a low, forming a bottom and reaching the...
Macro Strategy—Volatile Times Ahead: Untethered money-supply fluctuations have created a new, more volatile environment for asset allocation. Until the...
Good day Finom Group members. As I continue to recover from my illness early this year (cough/cold), we will...
A 4-week winning streak has come to an end for markets. As reported in last week’s Research Report, this...
