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Economy

Jan 04 2001

Bond Market Summary

  • Jan 4, 2001

U.S economy weakening faster than expected: Global economy also slowing. Increasing odds of a hard landing in 2001.

Jan 04 2001

View From The North Country

  • Jan 4, 2001

Thermal pollution time again: Steve’s New Year predictions for the economy and his market outlook, including a look back at last year’s forecasts.

Dec 05 2000

Bond Market Summary

  • Dec 5, 2000

Overall inflationary pressures subsiding, but expect some energy related flair-ups.

Nov 04 2000

Bond Market Summary

  • Nov 4, 2000

U.S. economy losing momentum, global economy slowing more…..Increasing odds of recession in 2001, as banks tighten credit, energy costs remain high, and technology falters.

Oct 04 2000

Bond Market Summary

  • Oct 4, 2000

U.S. economy still has considerable momentum, but see signs of a slowdown ahead...Increasing odds of a recession in 2001, as banks tighten credit, energy costs remain high, and technology stocks falter.

Oct 04 2000

View From The North Country

  • Oct 4, 2000

Leuthold’s current point of view and outlook regarding  the Economy, Interest Rates, Inflation, and Earnings.

Sep 04 2000

Bond Market Summary

  • Sep 4, 2000

The U.S. economy still has considerable momentum, but there are now more signs of a slowdown ahead. Global economy is slowing down even more.

Aug 04 2000

Bond Market Summary

  • Aug 4, 2000

Economy still has considerable momentum, but there are signs of a slowdown in the second half. Still expect further Fed tightening. Expect inflation rates of change to soon peak, then cool off in Q4.

Jul 04 2000

Bond Market Summary

  • Jul 4, 2000

· Still expect one more rate hike due to rekindling of stock market enthusiasm, prospects of accelerating inflation, and reported wage inflation numbers understated.

Jun 04 2000

Bond Market Summary

  • Jun 4, 2000

Despite weaker economic news, still expect Fed to bump rates up at least once more.

May 04 2000

Reprint Of Early April Conference Call

  • May 4, 2000

Special reprint of Steve Leuthold, Byron Wien and Charley Maxwell conference call from early April.

May 04 2000

Bond Market Summary

  • May 4, 2000

Further Fed tightening to come…..Next few month inflation news likely to be scary.

May 04 2000

Volatility 2000 Continues

  • May 4, 2000

Modifications to Major Trend Index improve reading, but MTI is still very negative.

Apr 05 2000

Bond Market Summary

  • Apr 5, 2000

Strong economic news, and rising inflation trends make further Fed tightening almost a certainty.

Mar 05 2000

Bond Market Summary

  • Mar 5, 2000

Strong economic news, and rising inflation trends make further Fed tightening almost a certainty.

Feb 05 2000

Bond Market Summary

  • Feb 5, 2000

Yield curve inversion reflects supply/demand dynamics, expectations of further Fed tightening and unwinding of short strategies by speculators.

Jan 07 2000

Bond Market Summary

  • Jan 7, 2000

Strong economic news, and rising inflation trends  make further Fed tightening likely.

Dec 05 1999

Bond Market Summary

  • Dec 5, 1999

Rising equity prices, strong economic news, and inflation trends  make further Fed tightening likely (next year).

Nov 04 1999

Bond Market Summary

  • Nov 4, 1999

Rising stocks and still good economic news make third Fed boost likely.

Oct 05 1999

Bond Market Summary

  • Oct 5, 1999

Rising stocks and better economic news could increase chance of third Fed boost near term.