MACROECONOMIC OUTLOOK: Our view is that the market turmoil and economic slowdown over the past 18 months is not marking the end of the business cycle, but rather represents a reset similar to crises that occurred every 3 years after 2008 (2011/2012, 2015/2016, and 2018/2019). In 2020, the global economy is expected to grow at 2.5%, with Asia leading at…
“When the going gets tough, the tough go shopping” is true for investors. Income-oriented investors have always been advised...
Within last weekend’s Research Report, the following was offered: “We are in unprecedented market waters and as such our...
Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including...
Show Me the Money! 2020 was all about beta and understanding how equity markets trade in and around a...
Over the past few days, economists and strategists are coming out with forecasts for economic growth, earnings, and asset...
Scary prescient, scary! I’m referring to what our chief market strategist Seth Golden wrote in last week’s Research Report....
The Leuthold Group The Major Trend Index was unchanged at a High Neutral reading of +1 for the week...
A quick review from some of our notes in the prior weekly Research Report before we get started, if...
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