Research.LeutholdGroup

The market is at a critical juncture with oil-related assets very oversold while equities are holding near all-time highs. We continue to recommend taking a more defensive stance for now.

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Earnings growth over the next few years will—in the  best case—be forced down to the rate of top-line growth (nominal GDP).

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We are encouraged by the narrower spreads in October as the feared divergence between credits and equity markets did not continue.

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