Barron’s: What’s the good word, if any, on the economy and the markets? Jeffrey Gundlach: We are more cautious about 2019 than about this year. We always start by asking whether a recession is coming. We have found about a dozen indicators to be helpful on a forward-looking basis. At the beginning of this year, not a single one was…
Over the past few days, economists and strategists are coming out with forecasts for economic growth, earnings, and asset...
In this week’s State of the Market we review a couple of key breadth indicators that may help to...
The S&P 500 finished the month of June down -15%+ over the last 3 months and -20%+ over the...
By Jim Paulsen of The Leuthold Group Inflation has been slowing for the last several months and finally appeared...
A lot has been going on in markets – aggressive Fed talk scaring investors, runaway commodity prices, war in...
A Note: Structurally, the market needs breadth to improve this week, which demands improved performance from Equal-Weights and Small-Caps!...
Key takeaways Soft landing (47% Bearish signals vs 58% in Sep-22), but still below-trend outlook; mfg take-off unlikely before...
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