Well, it definitely got worse before it got better, or got flat for the week. This was largely our expectation for the week-that-was, and as the week kicked into high gear with a dramatic sell-off Monday morning. Much of the Monday sell-off was attributed to the “Yen Carry Trade”, which was deemed to have unwound as the Bank of Japan…
Cross-Asset Strategy: While growth risks are elevated, our base case looks for an acceleration in global growth in the...
Macro Strategy—Businesses have responded to unprecedented U.S. consumer-demand strength and rising capacity utilization rates by bringing real equipment investment...
The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range....
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
A lot has been going on in markets – aggressive Fed talk scaring investors, runaway commodity prices, war in...
We continue to be more focused on what growth is going to do rather than rates and believe investors...
Most of the measures in the MTI’s Sentiment category—including the Bullish Sentiment of stock market newsletter writers—are interpreted in...
Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short,...
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