Author: Carsten Valgreen

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

The Short-Term US Tactical Indicator, March 2021: Risk-on Signals Continue to Ease 

How Much Slack is there in the US Labor Market?

US Inflation: Testing the Low Inflation Regime

Financial Market Briefing: How Long will the Rally Last?

US Summary: Credit Card Spending Surge in January

The Short-Term US Tactical Indicator, February 2021: Risk-On Signals Remain Moderately Positive 

How Will This US Expansion Unfold?