#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
Equity market: Summer party
Housing’s V-shaped recovery is complete: What had to happen to get America back by Sept. 1
Markowski: Probability Of V-Shaped Recovery Is Very Low
Shedlock: How Overstated Are New Home Sales?
26/8/20: Germany's Exports Expectations: Some Bad News
25/8/20: Germany's Economic Recovery: ifo Survey
The Ludicrous Deviation Between Bond Spreads and Reality
Here’s why we won’t see a housing crisis after COVID-19
Chart of the week – Recovering with a ‘v’ for COVID or a ‘u’ for ultimately?
Shedlock: Employment Report Not Nearly As Strong As It Seems
#MacroView: Fed Wants Inflation But Their Actions Are Deflationary