Where does the US Economy go from here? There are two clear views – and they are almost diametrically opposed to one another. And we are seeing the data swing from supporting one view to the other, on an almost daily basis. One view is that too much money is being pumped into the economy,Continue reading “US Economy 2021: Fire and Ice”
Tag Archives: Forecasts
What’s going on? Forget the numbers What are CEOs saying?
So Q1 was a write-off and there is zero visibility on business outlook. But I believe there is value in looking at what CEOs, the people who actually run companies, are saying, to get a better sense of any unique or emerging trends within the downturn, and whether these trends may persist. As ofContinue reading “What’s going on? Forget the numbers What are CEOs saying?”
Contagion
Today , October 1st, we saw a battery of weak numbers from the manufacturing sectors from the US and Europe. These were the PMI’s (Purchasing Managers’ Indices) – which should give a timely and forward looking indication of the underlying health of the manufacturing base. For the US, we saw the weakest number for aContinue reading “Contagion”
Dad’s Army on the outlook for Global Financial Markets
Wall Street, Davos, Walmington-on-sea – all major financial centres. We checked in with the members of the local Home Guard platoon to get their views on the near-term outlook for global financial markets. Captain Mainwaring Now look here men, I can’t tell you that it’s going to be easy. On the contrary it’s going toContinue reading “Dad’s Army on the outlook for Global Financial Markets”
Laundry List
We are smack bang in the middle of the “market outlook 2019” season. Despite the fact that economic and market fundamentals don’t really recognise the Gregorian calendar, economists, strategists, commentators et al, rush to give their views on what the next 12 months holds – usually conveniently forgetting what they may have said at theContinue reading “Laundry List”
Tradewinds 