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Author: Carsten Valgreen
The Short-Term US Tactical Indicator: Mid-July Update
US Summary: Stronger Capex – Weaker Housing/Consumers
The Short-Term US Tactical Indicator: July 2026
US Monetary Policy: A “Warsh-shed” Moment
The Short-Term US Tactical Indicator: Mid-June Update
US Summary: Manufacturing and Employment Pick Up
The Short-Term US Tactical Indicator: June 2026
S&P500 Profits and Profit Margins: Broadening Beyond AI
The Short-Term US Tactical Indicator: Mid-May Update
US Summary: The Energy Shock Is Large
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