With the Fed’s pivot now well understood and appreciated, investor attention now turns to growth which is slowing faster and more than expected. Defensives have been leading since mid-November, and that’s likely to continue until PMIs and earnings revisions trough. Winter is here…Investor attention should now turn away from the Fed and to the Ice part of our narrative –…
Morgan Stanley: Weekly Warm-up: Winter Is Here, Keep Playing Defense
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The Leuthold Group Green Book June 2023
Seth Golden, , Research Reports, 0
Echoes Of 2021 Like us, we suspect most of our research clients have at least one or two non-professional...
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For Many, This Is An Uncomfortably Strong Market
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If there is 1 thing I’ve learned from the markets over my 23 years, it’s that down is going...
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Markets Look Poised For Gains, but Mid-Term Turbulence Looms Large
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Week in Review In the face of drum beating bears and prior tech sector meltdown quarterly reporting from FANG...
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VIX Trading: Even The Pros Get It Wrong
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It can sometimes be a little confusing to the average investor when the media and financial market communities throw...
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The Leuthold Group: Non-confirmation Of New Highs?
Seth Golden, , Research Reports, 0
The Major Trend Index was unchanged at a High Neutral reading of +1 in the week ended March 1st....
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Reviewing the Market’s Rally Into Q2 2024
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Public Service Announcement: Watch The VIDEO HERE! Bear markets happen, on average, once every 4.1 years. There have been...
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RBC Capital: August 2023 Financial Markets Monthly
Seth Golden, , Research Reports, 0
Welcome to RBC’s Markets in Motion podcast recorded August 7th, 2023. I’m Lori Calvasina, head of US equity strategy...
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The Leuthold Group: The Small Cap Slump: Deep Or Wide?
Seth Golden, , Research Reports, 0
The famine in small cap performance that has seen relative returns wither and fade is now in its seventh...
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