Author: Carsten Valgreen

The Short-Term US Tactical Indicator, May 2021: Closing in on the Peak in Risky Assets 

US Equities: Sell in May and Go Away?

US Consumer Spending: On Fire

US Summary: Service Sector Lift-off

The Short-Term US Tactical Indicator, April 2021: Increasing Risk On 

US Profit Upturn: How Long and How Strong?

US Banks – How Much is Left?

AGMR US Corporate Balance Sheet Indicator, March 2021: Moderately Strong US Capex Cycle Ahead 

US Summary: The First Signs of the Service Recovery

US Macro: The Convexity Question