2023 Global Economic Outlook • With financial conditions tightening and the winter aggravating China’s COVID and Europe’s natural gas problems, the global expansion is projected to proceed at a sub-par 1.5%ar pace into 2023. • The global economy is not at imminent risk of sliding into recession, in our view, as 2022 adverse supply-side shocks are fading fast. This should…
US Equity Strategy Election Implications for Equities, Democrat AgendaWinners and Losers With US election only a few months away,...
The Leuthold Group The Major Trend Index was unchanged at a High Neutral reading of +1 for the week...
“The difference between underperforming and outperforming often comes down to 2 simple variables: To review the weekly State of...
Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy,...
Finom Group’s official weekly Research Report will begin a new cycle (3 weeks on, 1 week off) on January...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we take a look...
In bull markets, investors are blind to the risks. In bear markets, investors are blind to the opportunities ~...
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