Author: Carsten Valgreen

The Short-Term US Tactical Indicator, Mid-May 2022 Update: Increased Equity Underweight, Small Overweight in Bonds, Credit and Commodities

US Summary: Manufacturing ISM Declining to 50 By Year End

US Inflation: Wage-Price Spiral Will Keep Inflation High

The Short-Term US Tactical Indicator, May 2022: Risk Off

US Corporate Profits: The Turning Point for Margins

US Bond Market Update: This is about it … for now

US Summary: Powering Ahead Despite Inflation Shock

Euro Area Summary: War in Ukraine Showing in Economic Data

US Recession Indicator: No Recession Despite Inflation Shock

The Short-Term US Tactical Indicator, April 2022: Underweight Equities and Bonds, Overweight Credit and Commodities