Skip to content
Jul 16 2019
Major Trend

MTI: Upside Surprises/Depressed Expectations

  • Jul 16, 2019

We think that the economic surprises, as well as the yield uptick, reflect an unwind of extremely one-sided positioning rather than an indication of a second-half economic rebound.

Login

For full access, please enter your credentials.
Remember Me

About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager

Doug Ramsey Chief Investment Officer & Portfolio Manager

Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund.

current issue

June 2020
Volume 40
No 6

featured articles

recent tags
[ALL]

U.S. Dollar (83) Dollar Debasement (1) Bitcoin (1) Fed Policy (116) Silver (2) Gold (73) Dollar (47) CPI (147) S&P 500 (307) M2 Money Supply (5) Growth (108) Sentiment (88) Boom/Bust Indicator (6) Unemployment (34) CRB Raw Industrials (5) VLT Momentum (18) Bear Market Low (2) Valuations (275) Rally (12) Large Caps (66)