Author: Carsten Valgreen

The Short-Term US Tactical Indicator, Mid-July 2022 Update: Still Underweight All Assets

No Easy Way Out

US Summary: Gradual Slowing

US Recession Indicator: Near-Term data Slowing but No Recession Signal Yet

The Short-Term US Tactical Indicator, July 2022: More Risk Off

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