Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been largely a function of a painful underlying market rotation out of high Momentum and expensive Growth stocks as rates and inflation expectations underwent a sharp adjustment. We see higher rates largely as a function of earlier and stronger than expected economic…
“People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not...
Good weekend to all ‼️ This weekend is our off-reporting weekend but we continue to deliver market insights, analysis,...
Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic,...
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
Macro Strategy—Soft Landing in Progress?: U.S. economic growth remains sturdy, and favorable recent inflation dynamics give the Federal Reserve...
With each passing week, month and year, Volatility ETPs have become more and more popular. This was no more...
In some regards, an incumbent seeking reelection fits well into NDR’s historical analysis wheelhouse. The last presidentto not run...
Although the S&P 500 (SPX) would achieve a new, intraday all-time high this past week (Friday), it would fail...
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