Leading economic indicators continue to slip lower. Yet, bulls, who rightly counseled against “fighting the Fed” during the free-money era, have ditched their own sound advice. Predictably, their focus has migrated to the lagging indicators (like employment numbers), although even that last bastion of strength seems ready to buckle. (Commentary from Doug Ramsey of The Leuthold Group) The accompanying charts…
Plunging Core Inflation and Slower Growth will Force the Fed’s Hand * The risk of recession persists, though our...
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Many investors have become quite frustrated by the stock markets’ performance relative to their own portfolio performance. 2024 is...
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We were expecting a rather large move for the S&P 500 (SPX) last week and we sort of got...
There is still considerable debate about whether the bear market has yet set its low. Certainly, if the U.S....
Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome...
With financial conditions tightening and earnings growth slowing, the 12-month risk/reward for the broad indices looks unattractive at current...
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