Apr 29, 2015 | US Economy
(The following is from our December Leading Indicator Watch (LIW), released December 4th, 2014. The LIW is a monthly report giving a summary of all or our main leading indicators, allowing clients to forecast early on where the business cycle in major countries is...
Nov 4, 2013 | Emerging Markets, Featured, Global Economy, Leading Indicators, US Economy
Our real narrow money index continues to decline and is sending an increasingly bearish cyclical signal for the global economy and commodity prices. Our real narrow money index has now declined for 4 months running and is now tracking below 7% for the first time since...
Apr 5, 2013 | Asia, China, Featured
Our leading indicator for China has turned down further which adds to the impression of an overall weak turn in Chinese growth. We would still term the turning point as intact, but all components of our leading indicator recently came in with negative readings. This...
Sep 7, 2012 | Featured, US Economy
The US economy is currently marked by weak manufacturing, but with a housing market showing signs of a sustainable recovery. However, the Fed is focused on the job market, leaving the option open for more quantitative easing if it doesn’t begin to materially improve...
Jun 26, 2012 | Featured, US Economy
So far the recovery in output, income and employment following the 2008/09 recession has been the weakest on record with only industrial activity appearing to buck the trend. Most remarkable, however, is the steady decline in post-recession expansions of employment...
