Author: Carsten Valgreen

US Summary: Delta Slows the Service Recovery

The Short-Term US Tactical Indicator, September 2021: Anticipating an Equity Market Correction

US Housing Cycle: Short on Supply

US Profits: Beating our Highly Optimistic Forecast

US Summary: Strong Recovery Despite Delta

Financial Market Briefing: Consolidation Time

The Short-Term US Tactical Indicator, August 2021: Underweighting Risk Assets

US Bond Markets – Why a Rally Now?

US Banks – Time to take Profit?

The US Labor Market Cycle Part II: Heading for a Record Low 3.0% Unemployment Rate in 2022