It’s all just distraction until oblivion now. I made this years ago: From Books, not Wikipedia: This planet does a a reset every 12,000-12,500 years and it has nothing to do with our choices. It just happens. They are calling …
Latest Jan data highlights cyclical downturn across the board including #liquidity pic.twitter.com/UCc6T7fctZ — CrossBorder Capital/ GLIndexes (@crossbordercap) January 19, 2022 On target piece by @FedGuy12. Markets should really worry if Bostik’s $100b monthly QT figure is real. Flattening YC is …
Yet the growth rate tends to be remarkably smooth and cyclical pic.twitter.com/ojzA6UsdjW — Eric Basmajian (@EPBResearch) January 9, 2022
The Fed just imploded the cyclical bubble. Peak asset values means peak credit expansion. Peak reflation. pic.twitter.com/gMSsbidB8o — Mac10 (@SuburbanDrone) June 17, 2021 Good lord, the yield curve keeps going. pic.twitter.com/pirLzmWjQY — Brian Chappatta (@BChappatta) June 17, 2021 The Fed …
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 analysis. These forecasts are NEVER my personal opinion. There are plenty of …
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 swings can precede those in the overall economy. Notably, growth …
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 we look back to the 1880’s forward we find repeats …
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 latest memo to clients, [Howard Marks] outlines his basic philosophy …
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 been the highest number of monthly orders ever recorded. These …
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 different metronomes that have a different frequency between themselves end …
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 units, the highest number of monthly orders ever. These are …
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. EUR/USD range bound with a downward bias. TABLE 1: OUR …
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 having leading economic indicators (LEI’s) signalling growth ahead, and the …
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 world’s most valuable company by market capitalization, with Amazon and …
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 market capitalization, with Amazon and Google not far behind. …
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 a bear market that will be generational, not a temporary cyclical downleg. What …