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