Guess what? Australia’s (still) deteriorating

It could perhaps be suggested that our analysis is developing a fixation with Australia. However, data releases are supportive of thesis our previous articles...

Is This The End of the US Debt Cycle?

The stock market drop since late September appears to have ended in the start of the year. After the USA500 reached its peak at...

Employment and Unemployment Up? Interpreting the NFPs

A few minutes ago, NFPs came out much higher than expected, at 312k compared to an expectation of 177k. At the same time the...

Will 2018 end with a strong labor market?

Tomorrow's release of the US December jobs report will be a big focus with markets primed for an outsized reaction in the event the...

America’s Problem in 2019 Won’t be the Fed

Some days ago, an article appeared commenting that the end of easy money policies would lead to failures in emerging markets which rely on...

A Bleak Outlook for the Chinese Economy

The first major piece of information in 2019 was a drop in China's Caixin/Markit PMI to 49.7 in December, compared to 50.2 in November....

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