Maybe I am biased by my preference for soft data like ISM. Perhaps I care about ISM New Orders too much. You know what leads the New Orders? Housing. How is the housing market looking right now? We get that picture from the chart above. Sure, I have included more soft data on there from the National Association of Home Builders, but that index has
... See moreRichard Excell • Tick Tock, Tick Tock
Globally, during this cycle:
-China has had strong industrial production, but weak consumer spending.
-Europe has been relatively weak both in industrial production and consumer spending.
-The United States has been strong in consumer spending, but relatively weak in industrial production.
Lyn Alden • July 2024 Newsletter: Rates Insensitivity in the Downcycle
Market Cycle Indicators: Time to Buy or Sell?
Knowing where we are in the cycle is everything.
Without it, how would you know when to buy - or when to sell?
Below are the 10 indicators we believe give the clearest answer to the big question:
“Where are we in the cycle?”
Every week, we’ll update you on exactly what these signals are telling us - and... See more
Knowing where we are in the cycle is everything.
Without it, how would you know when to buy - or when to sell?
Below are the 10 indicators we believe give the clearest answer to the big question:
“Where are we in the cycle?”
Every week, we’ll update you on exactly what these signals are telling us - and... See more