Author: Carsten Valgreen

US Banks – The Coming Cyclical Rally

Another US Housing Bubble?

US Summary: Recovery Continues to Power Ahead

The Short-Term US Tactical Indicator, October 2020: Continued Risk On, Exposure Gradually Easing 

US Consumer Spending: What Credit Card Data Suggests

Shock Recessions Are Different

US Consumer Spending: Will Lack of Further Stimulus Matter?

Business Construction – A Brake on the Recovery in 2021?

US Summary: How fast can service spending recover?

Eurostoxx – Through the Glass Ceiling at Last?