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...To which Baude and Paulsen reply that orders of magnitude of violence are beside the point and that Section 3 is no anachronism....
...“By the first quarter of next year, our guess is that the primary consensus concern will be recession rather than inflation,” Paulsen said....
...“The force behind [this month’s] moves higher for stocks is the idea the tightening cycle is about over,” said Paulsen....
...Critically, says Morten Paulsen, a robotics analyst at CLSA, the composition of those exports is changing....
...The CPI numbers “will be a catalyst, I think we’ll have a pretty good market rally to the end of the year”, said Jim Paulsen, chief investment strategist at the Leuthold Group....
...“While most are fretting about how far the Fed will go to curb inflation, the bond market has already moved on,” said Jim Paulsen, chief investment strategist at the Leuthold Group....
...“Small-cap tech never fully engaged in the contemporary tech run,” Paulsen says....
...Morten Paulsen, an analyst who covers Shimano for the brokerage CLSA, calculates that the pandemic created a global demand for about 5mn bicycles that would not have been sold without it....
...“The narrative is going to be that it’s come in way too hot, the Fed is right, and the markets were wrong,” said Jim Paulsen, chief investment strategist of The Leuthold Group....
...fact the Fed may slow down from here means what could break out is a conversation not just about recession rather than inflation, but a conversation about maybe avoiding a recession entirely,” said Jim Paulsen...
...Jim Paulsen, a typically bullish investor and chief investment strategist at the Leuthold Group, has become “kind of cynical” about the endless previews of Fed meetings that rob the events of any of surprise...
...“The fact you get a major retailer telling a different story from what other major misses have told helps calm people down a bit,” said Jim Paulsen, chief investment strategist at The Leuthold Group....
...Jim Paulsen, chief investment strategist at The Leuthold Group, said the “much weaker” than expected core inflation print was unlikely to derail the Fed’s plans to raise interest rates aggressively at its...
...Jim Paulsen, chief investment strategist at The Leuthold Group, said he expects a “colossal” set of results across the board, driven by “strong top-line sales”....
...Fishing for a new job, Pozsar sent his paper out to three people: the hedge fund managers Bill Ackman and John Paulsen, and Bill Dudley, who at the time ran the markets desk of the New York Federal Reserve...
...This is a very good overview of the intersection of war and the WTO by the redoubtable Mona Paulsen at the London School of Economics....
...“There are shortages of every good imaginable, runaway inflation, political strife, race and class wars but there are also some of the best corporate earnings ever,” said Jim Paulsen, chief investment strategist...
...Laurent fleece-back cotton-jersey sweatshirt, £525, mrporter.com Altea cotton cardigan, £425, farfetch.com Loewe cotton shirt, £5,100 London Undercover Auto-Compact umbrella, £45, selfridges.com Fredrik Paulsen...
...Paulsen said this probably occurred because engineers had to be diverted to the challenge of raising capacity....
...Paulsen argued that the unusual events from November onwards represented a “perform storm” in favour of small value....
...“The intraday swings have been breathtaking and some key segments are now in a bear market,” says Jim Paulsen, chief investment strategist at The Leuthold Group, an independent investment research firm....
...Until that point is reached, Leuthold’s Paulsen thinks investors should pay heed to the historical pattern of equity market performance versus 10-year interest rates since 1900....
...“Investors are seeking diversification and not being so exposed to extreme valuations, which is healthy,” said James Paulsen, chief investment strategist at The Leuthold Group....
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