Performance
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by January's performance.
Inside the Bond Market
Weight of the evidence discipline remains negative for bond market.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by 1993's performance.
A Look in the Rearview Mirror
Self-examination can be good for the soul, so each January time is taken to look back over the preceding year, critically reviewing the significant studies, portfolio shifts and recommendations appearing in our publication. We include both the good…and the bad.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by November's performance.
Inflation/Deflation and the Stock Market
What Has Been The Best Inflationary Environment For Stock Market Performance?...How Have Stocks Done In Deflationary Years?...121 Years Of History Examined...Also Looks At P/E Ratios In Different Inflationary Environments
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
Scanning the Markets
September was hardly a run away on the upside, but considering the month of September has been the stock market's poorest performing month (last 40 years), we can't complain.
Bond Market Summary
Almost all bond sectors were unchanged or up very slightly in September. The month started out strongly following weak economic news and a declining PPI. However, a higher than expected CPI, turmoil in Mother Russia, a “pop” in oil prices and even some positive economic reports pushed most bond prices lower as the month progressed.
Scanning the Markets
A performance rundown for The Leuthold Group’s equity market sectors (and other measures) ranked by August performance.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by July performance.
Bond Market Summary
Long treasuries moved higher during the first half of July buoyed by favorable June inflation numbers and generally weak economic signals. However, most bond prices did an about face in the middle of the month.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by 2nd Quarter performance.
Bond Market Summary
Yields remained in a narrow trading band in early June, as investors braced themselves for another volley of ominous PPI and CPI announcements. But, upon release of May's surprisingly good inflation numbers, the bond market began a steady march upward for most of the remainder of the month.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by 1993 performance to date. It was a wild month for some sectors.
Scanning the Markets
A performance rundown for Leuthold equity market sectors (and other measures) ranked by 1993 performance to date.
Bond Market Summary
The early April surge in the bond market stalled out at the late February highs, beating a hasty retreat in the last week of the month.
The U.S. Stock Market: The Next Ten Years (Continued)
Does historical data suggest that a big performance decade is followed by a poor relative performance decade? Or, does a big performance decade beget an extended period of above average performance?
Scanning the Markets
A performance rundown for Leuthold equity market sectors (and other measures) ranked by first quarter 1993 performance.
View from the North Country
In terms of outstanding investment returns from U.S. markets, the last 10 years have been close to unprecedented but the next decade in this business won't be so easy. This is what our historical research and common sense tells us.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
