Consumer
Improved Consumer Confidence Hides Labor Market Pessimism In August…
Sweden Will Cut The Gordian Knot…
Ifo Expectations Augur Poorly For Eurozone Economy…
Our negative stance on European growth and assets is not devoid of risks. To gauge whether these risks warrant upgrading our growth outlook, we monitor Sweden closely. So, what is the current message from this Nordic economy?
The great US labor market shortage is over. Labor demand will likely fall short of supply by the end of this year, causing unemployment to soar. Neither fiscal nor monetary policy will be able to prevent the coming recession. Investors should underweight stocks and overweight Treasuries.
Sound Household Balance Sheets Won’t Save The Eurozone…
Back To Square One
Back To…
Is The Nascent Housing Deterioration A Canary In The Coalmine…
US Labor Market: Cracks Beneath The Surface…
Consumers’ Brighter Outlook Unlikely To Support Economy…