Archive | July, 2020

Global V-shaped recovery stopped in its tracks

The US State and G8 Mobility Charts have just been updated in the Covid menu. The U.S has seen a whopping increase in infections across a broad swathe of states since emerging from lockdown : As a result, US and state economic mobility has taken a huge hit. Although the US is only about 49% […]

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Headwinds increasing for the stock market

NOTE : All images and charts displayed below are regularly updated and available to subscribers from the CHARTS menu. The SP-500 has enjoyed an incredible 40% rally since the 23 March lows. This was mostly fueled by an unprecedented FED stimulus program, which is now coming to an end within the next few weeks: Unless […]

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  RECESSIONALERT, SAT 25 SEPT : THERE ARE 1 x MACRO-ECONOMIC AND 4 x PRO ALERTS