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
#MacroView: Universal Basic Income Is Not An Economic Savior
Shedlock: 62-Million People Had No Pay Last Week
Retirement Confidence Declined Despite A Surging Market
Decoupling from China – easier said than done
Shedlock: Unprecedented Recession Synchronization
Pomp Says Unemployment Has Risen Faster Than in the Great Depression
It’s official: The U.S. won’t see a housing bubble crash anytime soon
The Fed Is Trapped In QE As Interest Rates Can’t Rise Ever Again.
The Survival of Millions of Small Businesses Is Threatened
Weekly investment update – 8 July 2020
Emerging market equities – reasons to expect another turning point
The Theory Of MMT Falls Flat When Faced With Reality (Part II)
Equity markets: All set for a jumpy summer?
Market weekly – What to expect after the Great Pandemic of 2020 (podcast)
29/6/20: Eurocoin Growth Indicator June 2020
26/6/20: Longer-Term Impact of COVID19 on Growth
#MacroView: The Fed Has Inflated Another Asset Bubble
25/6/20: America's Scariest Charts Updated
The Good, the Bad and the Ugly of the housing market 5 months into the pandemic