Author: Carsten Valgreen

The Short-Term US Tactical Indicator, March 2022: Slightly Long Equities, Short Bonds, Long Commodities

US Labor Market: Don’t Count on an Improving Participation Rate

EUR/USD Rate Trade Update

US Summary: Relentless Inflation

The Short-Term US Tactical Indicator, February 2022: Neutral Equities and Credit, Short Bonds, Long Commodities

US Equities: Is this a ‘Buying Opportunity’?

The Seven Forces Shaping US Growth in 2022

The Federal Reserve Will Have to Induce a Recession

US Summary: The Fed Pivots

The Short-Term US Tactical Indicator, January 2022: Small Overweight for Equities and Commodities