S&P 500: A Bear Market in Stages
COT note: The S&P dashboard and the COT overlays use different reports. The overlays’ latest readings match USD Index futures and are read here as a…
Economic research.
In-depth research on growth, inflation and the forces connecting markets.
1–2 of 2 insights
The West Is Heading for Demand Destruction
My base case is that the West is heading into broad demand destruction and a deep recession. I expect the contraction to spread across most of the major…