Back in the 1980s, Dr. Ed Yardeni popularized the phrasing that concerned an investor population, which was believed to be working to “fight the Federal Reserve.” He coined the phrase bond vigilanteism. As the Fed was cutting rates “on and off” from 1984 – 1988, often times the long end of the Treasury yield-curve would remain elevated, sometimes rising altogether….
We’re back! It has been a couple of weeks since our last weekly Research Report, but we hope some...
With the halfway point of 2023 two weeks away, the S&P 500 has broken out to a 12-month high....
By the team at Merrill Lynch Macro Strategy—Global Growth Weakening Fast, Fed On Track To Make Matters Worse: The...
Maintaining good disciplines during price consolidation periods: 1. Are the “yea buts” greater than a self-induced economic shutdown and...
Investors are increasingly embracing the recovery. We laid out our bullish 12 month view in our 2021 Outlook (Show...
Last week we took a look at the price action of the S&P 500 after a very volatile week....
Interactions with clients suggest our 2023 earnings forecast is now very much out of consensus. This is a change...
The Leuthold Group The Major Trend Index continues to oscillate within its neutral zone. There have been no...
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