2020 Mid-Year Outlook for Economies and Markets as the World Re-opens Summary and Replay of 2020 Mid-Year Outlook Virtual Meeting Global growth is set to rebound in 3Q on the easing of lockdown restrictions, emerging signs of economic recovery, and improving consumer sentiment, but investors should be more selective over the next six months as markets are showing “slight fatigue”…
After retreating some 4.7% in the previous week, the S&P 500 (SPX) took back some of the consolidation. For...
Interactions with clients suggest our 2023 earnings forecast is now very much out of consensus. This is a change...
Good Sunday morning to all! As mentioned throughout the week, due to the birth of my nephew, we will...
We remain committed bulls over next 6-12 months. When bull markets simultaneously begin with a new economic cycle, they...
We want to begin this week’s research report with a quick look back at what some might argue was...
By Jim Paulsen of The Leuthold Group Inflation has been slowing for the last several months and finally appeared...
January 13, 2023 by Doug Ramsey of Leuthold Group This year is off to a much stronger start than...
S&P 500 and QQQ both showed minor weakness late this week, yet failed to do much technical damage. Both...
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