“The difference between underperforming and outperforming often comes down to 2 simple variables: To review the weekly State of the Market video, please click the following link. In this week’s episode we discuss the probabilities of a bigger pullback in the market, given the deepest correction in 2021 has only been 4.2 percent. There are a lot of poor breadth…
With all the attention on rate moves so far this year, investors may soon shift that focus to growth....
Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy...
The Leuthold Group tactical accounts remain positioned defensively, although not to the extent they could be given the bearish...
1Q 2019 Market Letter The bull market that began in early March 2009 passed its 10th birthday last month,...
There is nothing wrong with unbridled enthusiasm when it’s correlated to the appropriate level of rationale. That’s the premise...
Retail earnings and sales results will come into focus this week and remain in focus through the following week...
As we construct this weekend’s macro-market Research Report, the February Personal Income & Expenditures (PCE) data has been released....
Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able...
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