Tuesday , 18 December 2018


Tag Archives: LEI

The Data Says This Bull Market Still Has Legs

Over the next 12-18 months we expect the US market to outperform the rest of the world as we head into the final stages of this economic expansion. This article is a quarterly review our US macro indicators to see if they confirm or reject our primary macro thesis.

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Three Stock Market Warning Signals to Look Out For

The stock market does not turn on a dime... at least historically that's been the case. There was always a distinctive topping process going on before the bear finally struck. In every case you can look back and detect the same pattern: a marked deterioration of market internals and of interest rate based indicators before any crash so, if history is our guide, we should not expect this time to be different. So, what should we look for?

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Does the Stock Market Lead the Economy or the Other Way Around?

You might be able to predict the economy from the stock market, but you can’t do it the other way around. [As such,] ignore economists trying to forecast the market because the market knows better what is going to happen with the economy than even the leading indicators. [In fact,] the stock market leads the LEI by about a month. [Let me substantiate my words.] Words: 333

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