Global
Is The Rebound In Taiwanese Export Orders A Basis For Optimism…
Rising Yields Will Continue To Weigh On Global Growth Stocks…
Russo-Chinese Alliance And The US Dollar…
In lieu of next week’s report, I will host the monthly Counterpoint Webcast on Thursday, September 22 (9:00 AM EDT, 2:00 PM BST). In this Webcast, I will discuss the near-term and longer-term prospects for all the major asset classes: stocks, bonds, sectors,…
Will Iran Crisis Be Averted…
Listen to a short summary of this report Executive Summary On the eve of the pandemic, most developed economies were operating at close to full capacity – the aggregate supply curve, in other words, had become very steep (or inelastic…
Global Manufacturing Activity Continues To Slow…
Executive Summary Our negative view on the summer rally is coming to fruition, with equities falling back on the negative geopolitical, macro, and monetary environment. China is easing policy ahead of its full return to autocratic government this fall.…
Listen to a short summary of this report. Executive Summary Housing Activity Should Start To Stabilize By The End Of The Year
Housing Activity Should Start To Stabilize By The End Of…
Executive Summary US Companies Will Attempt To Raise Selling Prices To Protect Their Profit Margins
US Companies Will Attempt To Raise Selling Prices To Protect Their Profit Margins…