Performance
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by October performance.
Year-End Cross Currents Start Early
While September was a surprisingly strong month, October was just confusing. Year-end cross currents seem to have started early this year. Major Trend Index now just barely in neutral territory with a ratio of 0.95.
Scanning the Markets
Performance rundowns for The Leuthold Group's equity market sectors (and other measures) ranked by third quarter performance.
Bond Market Summary
Bonds (including zeros) expected to outperform stocks over next 6-12 months. Economy should slow by year end (recession in 1997?). Inflation should remain under control.
Scanning the Markets
Performance rundowns for The Leuthold Group's equity market sectors (and other measures) ranked by August performance.
Bond Market Summary
Bonds (including zeros) expected to outperform stocks over next 6-12 months...economy should slow by year end, inflation should remain under control, corporate earnings momentum expected to gradually fade.
Scanning the Markets
Performance rundowns for The Leuthold Group's equity market sectors (and other measures) ranked by July performance.
Bond Market Summary
Bonds rallied in early August on tepid employment and inflation reports, lower deficit news, and (surprise) welfare legislation. This bond market rally looks like it could get legs.
Scanning the Markets
Performance rundowns for The Leuthold Group's equity market sectors (and other measures) ranked by second quarter performance.
Bond Market Summary
Bonds expected to outperform stocks over next 6-12 months...economy should slow, inflation should remain under control, and corporate earnings momentum should gradually fade.
Bond Market Summary
Bond market decline slowed in May. But positive economy news, potential Fed tightening (not likely near-term), and labor inflation still disturb bond market investors.
Will A Pair Of “Zeros” Beat A Flushed Stock Market?
Looking out ten years, can today’s overvalued stock market outperform 7% Treasury zeros?
Scanning the Markets
Performance rundowns for The Leuthold Group's equity market sectors (and other measures) ranked by April performance.
The 1996 Transition
April market showered investors with several interesting changes. Technology stocks recovered their sizzle as PC shipments came in better than expected and Internet buyout fever ran prices up. Secondary stocks scored a TKO.
Bond Market Summary
Bond market retreated in April and early May as Q1 GDP came in well ahead of estimates, raising expectations that the Fed will tighten rather than ease. Longer term, yields could move toward 5%, if confidence in U.S. dollar is rebuilt via fiscal reform.
Bond Market Summary
Bond market was punished again in March by continued (forced?) hedge fund selling and unexpected stronger economic signals casting doubts on further Fed easing. Rising labor costs and higher energy and grain prices provided reasons for worry.
Scanning the Markets
Performance rundown for The Leuthold Group’s equity market sectors (and other measures) ranked by first quarter performance.
First Quarter: Mixed Up, But Up
Big cap bias in market may be driven by increased enthusiasm for index funds...S&P becoming difficult to beat...
Big Cap Market
Big cap bias in market may be driven by increased enthusiasm for index funds. S&P becoming difficult to beat, P/E ratios of Royal Blue tiers compressing.
Scanning the Markets
Performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
