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…
Despite the recent level setting of market expectations and more recent equilibrium found in the major indices, I wouldn’t...
The Major Trend Index held at a neutral reading of zero in the week ended December 22nd. Bullish market...
With the Fed’s hawkish pivot, the first part half of our long standing narrative of Fire and Ice has...
Thank goodness that is over with; September and the historically weaker returns associated with Q3 are complete! The period...
In lieu of our regularly scheduled State of the Market video analysis, this week we offer a general public...
1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for...
Since the S&P 500’s 8-day win streak ended on November 8th, I think we can say that the market...
If you were asked to do nothing as an investor for the week to come, could you do it?...
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