Inflation

Is this a bear market? It certainly is a bear market in integrity! Steve presents the case for both Bears and Bulls.

• Read more

Near term, bond market may continue to rally as economic reports have become more mixed (less bullish). But long term secular bull market in bonds emerging in 1981 has probably topped out.

• Read more

New feature focusing on Steve’s opinions that lie out of consensus view.

• Read more

Expect rally from current oversold conditions, but overall, we think secular Bull Market in Bonds is topping out.

• Read more

Rally due in Q1 2002, but we think Bull Market in Bonds is topping out.

• Read more

Rally due in Q1 2002, but we think Bull Market in Bonds is topping out.

• Read more

Leuthold’s New Year Predictions for 2002 and a review of last year’s predictions.

• Read more

Bond Market weakness is adjustment to end of Fed easing cycle.

• Read more

Bond market adjusting to end of Fed easing cycle, expected 2002 economic recovery and corporate rush to lock in lower borrowing costs.

• Read more

Market shrugged off bad news; but rally from the lows is almost a text book example of a bear market rally. Plus, Steve's current outlook regarding the Economy, Earnings, Inflation, and Interest Rates.

• Read more

Expect further Fed cuts in short rates, but this could do more harm than good.

• Read more

Unlike most past market crises, a post-crisis rally did not immediately follow the September 11th Attack. October Expectations: The passage of time is beginning to moderate Wall Street’s debilitating pain. I think the stock market rebound rally could be about to get underway in earnest.

• Read more

Yield curve has risen dramatically in recent weeks, probably forecasting economic recovery ahead (6-12 months?), but also reflecting deteriorating budget surplus situation.

• Read more

Economy  may already be halfway or more through recession. GDP growth still barely positive, but revisions could change that. Tech bust magnitude and breadth of Q2 profit plunge spell recession.

• Read more

GDP growth still barely positive, but trend has been sharply lower. May already be halfway through a recession. Tech bust and Q2 profit decline additionally support this view.

• Read more

The European view of the world, by guest “View” editor, Jim Bianco.

• Read more

Economy may already be halfway through a recession, but expect economic uptick by early 2002. Fed near end of easing.

• Read more

Statistically the summer rally is mostly fiction, historically producing average or slightly below average stock market performance….but don’t plan a three month vacation yet!

• Read more

Expect Q2 and Q3 GDP to weaken due to business cost cutting, lagging global economy and less robust consumer spending. But, tax rebate, the Fed, and money supply growth should spawn new economic expansion by early 2002.

• Read more

The Commodity Diffusion Index is an outstanding inflation monitor and has also been a good gauge of future market performance.

• Read more