Author: Carsten Valgreen

How Will This US Expansion Unfold?

US Consumer Spending: Close to 10% Growth in 2021

The Biden Boost – Running Out of Adjectives

Closing Several Buy Recommendations

DM Bond Markets: A Cyclical Sell Off?

US Summary: Temporary Pause in Recovery

The Short-Term US Tactical Indicator, January 2021: Continued Risk On For Now 

AGMR US Corporate Balance Sheet Indicator, December 2020: Rapid Improvement 

2021: The Strongest Growth in a Generation

EM Equities: How Much More Can We Expect?