The private sector tends to be pro cyclical- tightening as the economy slows, thereby making it worse
by WARREN MOSLER The private sector tends to be pro cyclical- tightening as the economy slows, thereby making it worse:
cyclical
Is The Cyclical Recovery Already Priced In By Stock Market?
by UPFINA The action in markets since early October suggests investors see a global cyclical recovery in 2020. The S&P 500 and the MSCI ACWI have increased 5 straight weeks for … Read more
Yield Curve & Household Leverage Predict Different Cyclical Outcomes
via upfina: The yield curve has become a hot topic again in the financial press because the most widely followed 10-2 spread finally inverted. There is too much analysis that just … Read more
Reuters: The global economy is probably in recession, with most cyclical indicators showing business activity is flat or falling.
via Alastair Williamson: yup – industrial slowdown is very real Global PMI Heatmap Column: Global economy is probably in recession – Reuters LONDON (Reuters) – The global economy is probably … Read more
Trucking is Infamously Cyclical, But This is a Tad Extreme
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter After truck manufacturers eat up their backlogs, then what? Orders for heavy trucks plunged by 69% in June compared to June last year, to 13,000 units, … Read more
While ISM Manufacturing looks ripe for another (material) drop next, cyclical equities don’t care.
While ISM Manufacturing looks ripe for another (material) drop next, cyclical equities don't care. Maybe as market participants seem to believe that Jerome Powell will save the equity momentum another … Read more
The Coming Mini Ice Age & Cyclical Movement of the Tropics Belt Itself
by Martin Armstrong We have the most sophisticated and diverse client base than probably any institution covering more than 100 countries. Our business has been constructed upon one bedrock foundation – unbiased computer … Read more
“A cyclical downturn in construction sector growth is underway”
via Jill Mislinski A cyclical downturn in construction sector growth is underway, and set to intensify. We know this from monitoring leading indexes specific to major sectors of the economy, whose distinct cyclical … Read more
Is Hurricane Michael a Cyclical October Hurricane in Earth’s History?
With Hurricane Michael bearing down on the Florida panhandle and Hurricane Leslie spinning toward Europe, corporate media will have you believe its the first time this is happening, but if … Read more
All Markets Are Cyclical – When Will This One End?
by Lance Roberts I always enjoy reading John Stepek’s work at MoneyWeek. Just recently he addressed the question of where are we in the current market cycle. To wit: “In his … Read more
It’s cyclical: Mid-2019 now fingered as the end of biggest boom ever.
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter Orders for Class 8 trucks in August jumped 153% from a year ago to 52,400 trucks, beating by a smidgen the orders in July, which had … Read more
Cyclical Synchronization & the Global Economy Make Manipulation Impossible
by Martin Armstrong A metronome is an instrument to measure the time and that the musicians use for their work. One of the most curious phenomena is observed when … Read more
Cyclical Heavy-Truck Industry Soars to Cloud 9
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter “It’s a bizarre occurrence and it will not be resolved soon.” Orders for Class 8 trucks in July jumped 187% from a year ago to 52,250 … Read more
Is The Cyclical Momentum Over-priced?
via Nordea A flat USD-curve could be a sign for long-term investors to load up on EM again, especially relative to cyclicals, as the ISM index will likely continue south. … Read more
World Headed For Cyclical Slowdown
via WAINE VAN VUUREN Despite the U.S. leading economic indicators appearing healthy, the global economy appears to be headed for a slowdown, with only 34% of the 40 countries we track … Read more
David Rosenberg: These Five Indicators Signal That We’ve Hit A Cyclical Peak
Authored by John Mauldin via MauldinEconomics.com, The FAANG stocks have ruled the technology sector the last few years and have had a heavy influence on the entire stock market. Apple is the … Read more