By: Doug Ramsey Chief Investment Officer & Portfolio Manager Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund. When Jerome Powell took the reins of the Federal Reserve in early 2018, many commentators cheered the fact that he does not possess a Ph.D. in…
The last two trading weeks have not made the bulls whole, but have certainly slashed the hopes of those...
Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this...
Key takeaways Bank of America internal data suggests consumer spending was broadly stable in May, with Bank of America...
As we construct this weekend’s macro-market Research Report, the February Personal Income & Expenditures (PCE) data has been released....
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
It’s a new year, and come Monday, a new month as a typical February month is found for little...
Recall that coming into the month of September, the S&P 500 was on a 4-month positive return winning streak....
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