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Financial Markets 2021

Global Financial Markets in 2022: All About the Fed Tightening

The Short-Term US Tactical Indicator, December 2021: Caution Across the Board

US and Euro Area: Monetary Policy Decoupling Strategies

The Short-Term US Tactical Indicator, November 2021: Small Underweight All Assets Except Commodities

The Short-Term US Tactical Indicator, October 2021: Bonds Move to Neutral

US Monetary Policy: How Long a Leash?

US Equity Market Valuation – Any way to rationalize this?

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

US Housing Cycle: Short on Supply

Financial Market Briefing: Consolidation Time

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