The Leuthold Group tactical accounts remain positioned defensively, although not to the extent they could be given the bearish weight of the evidence. Net equity exposure in the Core Fund, Core private accounts, Core ETF, and Global Fund all stand at 45%. The guideline range for these portfolios’ stock weighting is 30% to 70%. Today’s flat CPI report did not…
Core Services Inflation is Sticky, but the Fed is Exerting a Lot of Pressure Core CPI services inflation is...
The S&P 500 (SPX) deviated from a decade-long streak of underperformance during the Memorial Day trading week this past...
This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news;...
The S&P 500 (SPX) bottomed in March of 2009 at 666, the Devil’s Bottom as it has become known....
To suggest that the rally off of the October 27, 2023 low has been impressive probably does not do...
Cross-asset Strategy: While the geopolitical crisis and policy tightening are overhangs, risk assets have a number of supports that...
To achieve long-term success over many financial market and economic cycles, observing a few rules is not enough. Too...
In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak...
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