economic slowdown

Weekly Update

Wrestling With 2025 Uncertainties

By

Published January 3, 2025

 

Below we provide another couple of 2025 outlooks. First from Jim Paulsen of The Leuthold Group. That is followed by investment house Apollo’s assessment of risks and opportunities. There is a heightened level of uncertainty, which markets have been responding to in recent weeks as the first commentary notes. Nonetheless, the strength of the Mag 7 has greatly overshadowed the market’s underlying weakness in recent weeks, leaving indexes largely near record highs and posting a strong 2024. (more…)

Weekly Update

Bulls and Bears in a Massive Tussle

By

Published August 19, 2022

 

It has been quite a long time since we have seen such disparity in the narratives flowing down Wall Street. How long and hard the Fed will tighten rates is one source of contention. But it’s not the biggest. That would belong to where corporate earnings are headed, which is sort of a Street barometer for whether or not the economy falls into a recession (how deep that recession is a third dimension discussion floating around also). (more…)