Author: Carsten Valgreen

A US Soft Landing Will Crush Profits … Making It Unlikely

US Summary: Recession Clock Continues to Stall

The Short-Term US Tactical Indicator, July 2023

US Equities: Defying the Gravitational Pull of an Earnings Decline

US Labor Market: Why is Employment Growth so Persistent?

The Short-Term US Tactical Indicator, Mid-June 2023 Update

US Summary: Slowing Towards Recession

The Short-Term US Tactical Indicator, June 2023

Europe Equity Outlook: False Dawn Leads to Shades of Red

Yield Curve Inversions and Markets