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Author: Carsten Valgreen
The Short-Term US Tactical Indicator: May 2025
S&P500 Earnings: How Much Will Tariffs Hurt?
Why a US Tariff Recession Could Resemble 1980
The Short-Term US Tactical Indicator: Mid-April Update
The Short-Term US Tactical Indicator: Post Equity Rally Update
The Short-Term US Tactical Indicator: Post Tariff Update
The Tariff Shock: Enough to Trigger a US Recession?
The Short-Term US Tactical Indicator: April 2025
US Capex: Improvement in 2025 – Unless US Consumers Stumble
US Consumer Spending Slowdown
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