Recession Watch-II: US Manufacturing & Asian Imports Half a Year from Recession
ISM manufacturing new orders at a 10-year low (47.2 in August 2019) suggest that the US manufacturing sector will be in recession by February 2020,...
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U.S. Equity Strategy: Caution Remains Warranted
We have noted several times throughout August that key support levels were being tested for global equities, and while there has yet to be a...
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SPX Risk of Fallout past September Hinges on Weekly Cycle Momentum
Key sector break points in small caps and transports outlined in our Core US Sector Weakness/Triple Tops Mirror Late 2018 with Tail Risk insight...
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U.S. Equity Strategy: Market Still Susceptible
We remain concerned about the prospect for additional weakness for the broad market due to deterioration in several metrics that we often turn to...
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Recession Watch: Fluctuating Trade War on the Verge of Tripping up the World Economy
The US 10y-2y yield curve (a near perfect predictor of recessions 6-24 months ahead) has inverted. We expect early easing action by the Fed to...
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