cyclical – Investment Watch

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 … Read more

by UPFINA The action in markets since early October suggests investors see a global cyclical recovery … Read more

via upfina: The yield curve has become a hot topic again in the financial press because … Read more

via Alastair Williamson: yup – industrial slowdown is very real Global PMI Heatmap Column: Global … Read more

Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter After truck manufacturers eat up their backlogs, then what? Orders for … Read more

While ISM Manufacturing looks ripe for another (material) drop next, cyclical equities don't care. Maybe … Read more

by Martin Armstrong We have the most sophisticated and diverse client base than probably any institution covering … Read more

via Jill Mislinski A cyclical downturn in construction sector growth is underway, and set to intensify. … Read more

With Hurricane Michael bearing down on the Florida panhandle and Hurricane Leslie spinning toward Europe, … Read more

by Lance Roberts I always enjoy reading John Stepek’s work at MoneyWeek. Just recently he … Read more

Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter Orders for Class 8 trucks in August jumped 153% from a … Read more

by Martin Armstrong A metronome is an instrument to measure the time and that … Read more

via Nordea A flat USD-curve could be a sign for long-term investors to load up … Read more

via WAINE VAN VUUREN Despite the U.S. leading economic indicators appearing healthy, the global economy appears … Read more

Authored by John Mauldin via MauldinEconomics.com, The FAANG stocks have ruled the technology sector the last few … Read more