Archive | March, 2019

Global Growth Roundup – 4Q2018

NOTE : The following charts are extracts from our monthly Global Economy Report available with a standard subscription. Global Economic Activity slowing at the fastest pace since 2011 The cumulative GDP growth for the 4 quarters of 2018 for all 41 major countries covered by the OECD display a stark contrast between the best and […]

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U.S Stock Market Valuations continue to warn

We have updated the RecessionALERT Valuation Index (RAVI) forecast models for the SP500 using 4Q2018 data. Stock market valuations continue to pose a “clear and present danger” to positive economic and SP500 returns outcomes, and have worsened since our last warning . One and two year SP500 forecasts continue to offer relatively accurate short-run estimates […]

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