Archive | December, 2018

Yield Curve Inversion Forecast Update Nov 2018

Download article as PDF Based on the methodology discussed here we hereby update our U.S Yield-curve inversion forecast and subsequent recession and stock market peak forecasts. All the forecast dates have moved further back by 5 months:

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Stocks valuations pose “clear & present” danger.

Download article as PDF Those clients who have been with us since 2010 will know our refrain from issuing unnecessary and/or sensationalist warnings about the economy and markets. In fact, in 2012, the general consensus was that the US economy was about to fall back into recession, a view we opposed to quite some ridicule […]

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