Economy
Bond Market Summary
U.S economy weakening faster than expected: Global economy also slowing. Increasing odds of a hard landing in 2001.
View From The North Country
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.
Bond Market Summary
Overall inflationary pressures subsiding, but expect some energy related flair-ups.
Bond Market Summary
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.
Bond Market Summary
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.
View From The North Country
Leuthold’s current point of view and outlook regarding the Economy, Interest Rates, Inflation, and Earnings.
Bond Market Summary
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.
Bond Market Summary
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.
Bond Market Summary
· Still expect one more rate hike due to rekindling of stock market enthusiasm, prospects of accelerating inflation, and reported wage inflation numbers understated.
Bond Market Summary
Despite weaker economic news, still expect Fed to bump rates up at least once more.
Reprint Of Early April Conference Call
Special reprint of Steve Leuthold, Byron Wien and Charley Maxwell conference call from early April.
Bond Market Summary
Further Fed tightening to come…..Next few month inflation news likely to be scary.
Volatility 2000 Continues
Modifications to Major Trend Index improve reading, but MTI is still very negative.
Bond Market Summary
Strong economic news, and rising inflation trends make further Fed tightening almost a certainty.
Bond Market Summary
Strong economic news, and rising inflation trends make further Fed tightening almost a certainty.
Bond Market Summary
Yield curve inversion reflects supply/demand dynamics, expectations of further Fed tightening and unwinding of short strategies by speculators.
Bond Market Summary
Strong economic news, and rising inflation trends make further Fed tightening likely.
Bond Market Summary
Rising equity prices, strong economic news, and inflation trends make further Fed tightening likely (next year).
Bond Market Summary
Rising stocks and still good economic news make third Fed boost likely.
Bond Market Summary
Rising stocks and better economic news could increase chance of third Fed boost near term.