If you came to the markets in 2008, that you likely will relate everything since and to come to that period. Rarely, however, do market events repeat so perfectly. Rather, they skip a generation and do something entirely different than what you know. ~Helene Meisler If you would like to watch this week’s State of the Market video, please click…
By: Doug Ramsey Chief Investment Officer & Portfolio Manager Doug is the Chief Investment Officer of The Leuthold Group, LLC,...
Capital Market Outlook September 6, 2019 IN THIS ISSUE: • Macro Strategy—Central-bank easing and fiscal stimulus in a growing...
It was another ugly retail sales report for the month of March and with February’s retail sales being revised...
Key takeaways Bank of America internal data suggests consumer spending was broadly stable in May, with Bank of America...
The S&P 500 (SPX) has surpassed its previous high among a global pandemic and an uncertain economy. The index...
There are a great many variables, correlations and precedence to consider heading into 2018, but in this narrative we...
A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our...
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