2020 Presidential Election Prediction
Seven scary charts – happy Halloween!
Pending home sales fell in September, but annual gain is the important metric
Weekly investment update – Diverging fortunes
Shedlock: Unemployment Claims Drop For The Wrong Reason
2020 US election preview: All, or nothing?
What does China’s post-COVID-19 recovery mean for markets?
14/10/20: BRIC: Composite economic activity indicators Q3 results
14/10/20: BRIC: Services PMIs Q3 results
City of Fear? Fear of the city? Urban life and COVID-19
The K-Shaped Recovery. A “V” For Some, Not For Most.
#MacroView: More Stimulus And The 2nd Derivative Effect
Don’t call it a comeback
Weekly investment update – Waves of uncertainty
4/10/20: Technological Deepening Is Coming for Our Jobs
3/10/20: Eurocoin Leading Growth Indicator 3Q 2020
#MacroView: CBO – The “One-Way Trip” Of American Debt
“Enormous Uncertainty” Despite Fed Fueled Market Surge.
Executive – Employee Catch-22 Jeopardizes The Recovery
22/9/20: COVID19 Update: German Economic Growth Forecasts 2020-2022
17/9/20: Exploding errors: COVID19 and VUCA world of economic growth forecasts
17/9/20: Eurocoin Leading Growth Indicator 3Q 2020
US interest rates to stay at rock bottom until 2023
Weekly investment update – 16 September 2020
Is mortgage credit really too tight since COVID-19?
Q3 GDP Growth Set For 30% But No V-Shaped Recovery
9/8/20: Ireland PMIs and Economic Activity Dynamics for August
8/92020: BRIC: Composite economic activity indicators
Equity market – It’s a summer party
Shedlock: Huge Discrepancies Cast Doubt On Jobs Report