Financial Markets 2021

The Short-Term US Tactical Indicator, August 2021: Underweighting Risk Assets

US Bond Markets – Why a Rally Now?

US Banks – Time to take Profit?

The Short-Term US Tactical Indicator, July 2021: Close to Neutral

Financial Markets and Inflation  Part I: Markets and Inflation from 1966-1985 

Markets After the Manufacturing ISM Peak

The Short-Term US Tactical Indicator, June 2021: Reducing Exposure More Aggressively 

The Short-Term US Tactical Indicator, May 2021: Closing in on the Peak in Risky Assets 

US Equities: Sell in May and Go Away?

The Short-Term US Tactical Indicator, April 2021: Increasing Risk On