Video – Inflation view and how we identify recession
In this short video we highlight why we believe inflation isn’t the issue for 2023, and what to look for in identifying when a recession begins…
Read MoreIn this short video we highlight why we believe inflation isn’t the issue for 2023, and what to look for in identifying when a recession begins…
Read MoreWith the market up nicely over the past week, our more sensitive tactical indicators have moved from to the upper end of neutral on the hopes that tomorrow’s inflation…
Read MoreS&P equity futures are trading above Tuesday's close, amidst a positive session in Europe and a mixed close in Asia overnight.
Read MoreA replay of today’s conference call is now available for Gold level subscribers.
Read MoreAs I mentioned earlier in our tactical indicator update, the market is in no-man’s land. The indicators are neutral and traders are trying to game the CPI inflation data…
Read MoreHere are Monday's closing level for our four key tactical indicators that remain largely in no-man's land with no significant message:
Read MoreThe sharp rise in risk assets and drop in U.S. Treasury yields following the Payroll Employment Report and surprise contraction in the ISM Services Index on Friday suggest investors…
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