J.P. Morgan’s 2023 Outlook

This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...

Entering the trading week, we were of the opinion that the rally in the major averages from the previous...

The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range....

Over the weekend the COVID-19 situation improved all the EU5 countries. Not only did the growth in net active...

1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for...

Fear dominates in times that are especially uncomfortable. Bear market, recession, yield curve inversion, whatever….Negative focus/thinking is a self-perpetuating...

The trading week that was proved confounding for many with twists and turns throughout the trading week. When it...

By: Doug Ramsey Chief Investment Officer & Portfolio Manager Doug is the Chief Investment Officer of The Leuthold Group, LLC,...