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Author: Carsten Valgreen
US Summary: Flying Blind
The Short-Term US Tactical Indicator: October 2025
Has Large Cap Tech made the Cycle Irrelevant for US Equities?
The Short-Term US Tactical Indicator: Mid-September Update
US Summary: The Labor Market Continues to Roll Over
US Bond Market: Term Premia and Federal Reserve Independence
The Short-Term US Tactical Indicator: September 2025
Why is US Consumer Spending Growth Slowing?
The US Immigration Decline Could Trigger a Housing Recession
The Short-Term US Tactical Indicator: Mid-August Update
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