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Author: Carsten Valgreen
The Short-Term US Tactical Indicator, December 2021: Caution Across the Board
US Consumer Spending: Multiple Cross Currents
Is the US Heading for “70’s Style” Inflation?
US Summary: Overheating
US and Euro Area: Monetary Policy Decoupling Strategies
The Short-Term US Tactical Indicator, November 2021: Small Underweight All Assets Except Commodities
The US is Overheating
Important and Overlooked: The State of the Pre-Covid Economy
US Summary: Too Much Money Chasing Too Few Workers
US Corporate Balance Sheets: As Good as it Gets?
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