Author: Carsten Valgreen

EM Equities: How Much More Can We Expect?

US Summary: Despite Resurgence Record Growth in 2021

The Short-Term US Tactical Indicator, December 2020: Longer Term Risk-on Signals Easing – Except Commodities 

US Equities – Further upside over the next 3-6 months

Financial Market Briefing: Maintain Risk On

US Summary: So Far Limited Effects from Covid Resurgence

The Short-Term US Tactical Indicator, November 2020: Continued Risk On Despite Another Wave of COVID 

COVID Resurgence and the Impact on the US Recovery

The New Fiscal Policy Regime

US Banks – The Coming Cyclical Rally