Since at least Jackson Hole, the narrative has been that inflation is a big problem, and the Federal Reserve was up for the fight—certifying it would raise interest rates quickly, substantially, and for a long time. Powell gave his “tough-love” speech on August 26th when the S&P 500 was at 4,200 and the Treasury yield was near 3%. Thereafter, “good…
Leuthold Group: An INEXPLICABLE Stock Market
A financial market resource for the every-day investor and trader.
-
Jam-Packed Week: PCE, Payroll & Fed Statement As Earnings Soar
Seth Golden, , Research Reports, 0
Last week’s jam-packed earnings releases failed to excite investors even as most reporting companies beat analysts’ estimates. About half...
-
-
Fundstrat: Choppy 8 Weeks Ahead, But…
Seth Golden, , Research Reports, 0
This coming week is important, given the Presidential debate on Tuesday evening (9pm ET). And as we look ahead,...
-
J.P. Morgan Raises Outlook
Seth Golden, , Research Reports, 0
The equity market is facing one of the best backdrops for sustained gains in years. After a prolonged period...
-
Weekly State of the Market: Here Comes Breadth
Seth Golden, , Research Reports, 0
“If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...
-
The Leuthold Group: Market Odds For The Second Half
Seth Golden, , Research Reports, 0
With the halfway point of 2023 two weeks away, the S&P 500 has broken out to a 12-month high....
-
Weighing the impacts of a potential watershed election
Seth Golden, , Research Reports, 0
by Paul Christopher, CFA, Head of Global Market Strategy and Gary Schlossberg, Market Strategist Key takeaways We expect that...
-
Pantheon Macro: U.S. Economic Monitor
Seth Golden, , Research Reports, 0
Stepping back from the January noise, the trends in core economic activity data are discouraging. It’s unrealistic to think...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00