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The first full week of 2026 featured another upgrade to our Cyclical work—the second in 
the last month. This bump was not enough to move the overall Major Trend Index out of 
High Neutral, however. Net equity exposure in Leuthold tactical accounts continues to rise 
with the market and now stands at 57%.

 

Click here to read Leuthold's whitepaper.

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Major Trend Index 9/2/2026

Leuthold's Major Trend Index held at Neutral for the week ending August 28, 2026...

Did the SOX Index Experience a Bubble in Q2 2026?

The returns generated by semiconductor stocks during the second quarter of 2026 ...

Crawford Managed Income Strategy: The Interest Rate Agnostic Yield Engine

At Crawford, we expect a fixed income allocation to provide stability and genera...

Major Trend Index 8/24/2026

Leuthold's Major Trend Index held its "neutral" reading for the week ending Augu...