Author: Carsten Valgreen

US Outlook: A Growth Recession in 2023

US Summary: Consumers Are Still Spending

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

Financial Market Briefing: Not Buying This Dip

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