There are now at least 4 key ingredients drawing upon investor fears and which have resulted in a May, month-long market downturn. The S&P 500 (SPX) finished down 2.6% from last week and 1.3% on Friday. And the cause of the month-long sell-off, resulting in a 6.58% drawdown: Hike in tariffs on imports from China and subsequent retaliatory tariffs on…
Welcome back to Finom Group’s weekly Research Report cycle (3 weeks on, 1 week off). Investors have muddled through...
Despite the noise surrounding global trade and correlated tariffs last week, the S&P 500 finished higher by nearly 1...
“It’s one thing to have forecasts, but if you can’t get what’s going on right now correct, there’s no...
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this...
A question facing most investors today is the outlook for equities, and more broadly market risk. This ties into...
Although we haven’t quite hit the earnings season stride, usually marked by the financials reporting results, investors will roll...
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