Economy

Economy

  • Bonds

    Bond Market Summary

    March 03, 2004 BY Jim Floyd and Steve Leuthold

    The spread between Long Quality Corporates and twenty year Treasury bonds is back down to a normal level, as the Treasury shortage elimination-thesis has fallen apart due to rising budget deficits.

    continue reading

  • Bonds

    Bond Market Summary

    February 03, 2004 BY Jim Floyd and Steve Leuthold

    GDP growth of 5.0% projected for 2004 (6% in the first half, 4% in the second half). But, fast growing U.S. budget deficit ($475 billion in 2004?) is a significant problem for bonds.

    continue reading

  • Of Special Interest

    Reading The Tea Leaves The Stock Market One Year Ago...vs. Today

    February 03, 2004 BY Eric Bjorgen

    A comparison of today’s market conditions compared to one year ago. We look at valuations, sentiment, group leadership and Major Trend categories.

    continue reading

  • Bonds

    Bond Market Summary

    January 05, 2004 BY Jim Floyd and Steve Leuthold

    Fast growing U.S. budget deficit ($374 billion in 2003) is a significant problem for bonds. Project 2004 budget deficit will expand to $535 billion.

    continue reading

  • Stock Market

    View From The North Country

    December 03, 2003 BY Steve Leuthold

    What’s in store for 2004? See “View From The North Country” for Steve Leuthold’s predictions. Targeting mid year stock market peak of 1250 for S&P 500 and 2400 for NASDAQ. Also makes prognostications on Interest Rates, Inflation, the Dollar, Fed Budget Deficit, and more.

    continue reading

  • Bonds

    Bond Market Summary

    December 03, 2003 BY Jim Floyd and Steve Leuthold

    GDP growth of 5.0% projected for 2004. But, fast growing U.S. budget deficit is a significant problem for bonds.

    continue reading

  • Bonds

    Bond Market Summary

    November 05, 2003 BY Steve Leuthold and Jim Floyd

    Economy picking up steam in second half. Early Q3 GDP estimate much better than expected.

    continue reading

  • Bonds

    Bond Market Summary

    October 05, 2003 BY Jim Floyd and Steve Leuthold

    Economy picking up steam in second half. Revised Q2 GDP better than expected.

    continue reading

  • Stock Market

    Client Questions

    October 05, 2003 BY Steve Leuthold

    Answering client questions on the economic recovery, bull market upside, valuations, Main Street and what could go wrong?

    continue reading

  • Bonds

    Bond Market Summary

    September 03, 2003 BY Jim Floyd

    GDP growth of +4.0% projected for 2003. But, fast growing U.S. budget deficit is a significant problem for bonds.

    continue reading

Pages

Sign-in to your Account