Author: Carsten Valgreen

US Treasury Yields: The End of the Trend

The Short-Term US Tactical Indicator, November 2018

Time to Buy US Banks

Euro Corporate Credit: More Pain to Come

Corporate Debt: Which Sectors are Swimming Naked?

The Short-Term US Tactical Indicator, October 2018: 40% Long US Equity/6% Long US 10 yr Duration Credit 26% Short/Commodity 9% Short (October 2018)

AGMR US Corporate Balance Sheet Indicator: Improving for Now (September 2018)

Will US Corporate Credit be the Nexus of the Next Crisis?

US Equity Sector Briefing: Rate Sensitive Sectors and Materials Should Underperform Significantly, Banks Should Outperform (Sept 2018)

Financial Market Briefing: Higher Volatility, Limited Equity Upside (September 2018)