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US Macro 2018
Will Housing Rebound in 2019?
Why We’re Not More Pessimistic about US Consumers
US Summary: Big Drop in Headline Inflation on The Way (November 2018)
Core Inflation Should Keep Slowing in 2019 (November 2018)
US Monthly Summary: Slightly Less Positive Signals in the Past Month
Forecasting US Recessions (Part 2) – It’s Housing and Consumer Spending
S&P500 EPS: Strong Now, Slowing in 2019, Falling in 2020
US Summary: The Ball Keeps Rolling (September 2018)
Sluggish US Housing Cycle, but No Downturn (Oct 2018)
Nonfinancial Corporate Profits – The Peak Is Near
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