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
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
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
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
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
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
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
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.
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
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
BY JOHN MAULDIN 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 world’s most valuable company
By David Stockman Last week’s twin 1,000 point plunges on the Dow were not errors. Instead, these close-coupled massacres, which wiped out $4 trillion of global market cap in two days, marked the beginning of