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Author: Carsten Valgreen
The US Edges Further Towards a Recession
The Short-Term US Tactical Indicator: August 2025
US Labor Market: Winter is Coming
US Profits & S&P500 Earnings: A Moderate Contraction from Tariffs
Not Much Backing Down on Tariffs
The Short-Term US Tactical Indicator: Mid-July Update
US Summary: Housing Shows Some Cracks
The Short-Term US Tactical Indicator: July 2025
A US Housing Downturn is Under Way
The Fed Will Cut Rates – and Potentially A Lot
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