This is now the widest drop in Consumer Confidence Present Situation vs. Expectations since the Tech Bust. Every other cyclical decline in the past 50 years led to a recession @hussmanjp
The BALTIC DRY INDEX continues to decline today It’s already very difficult to explain this only in seasonality … Is the world trade simply frozen ?
We are seeing record divergence. Either the Fed gets hawkish again, or the economy rolls over hard. This spread is historic and CANNOT hold. Something has to break one way or the other. Neither is good for stocks.
Something is at a Nine year high except that it is not pretty.
Some 485,000 U.S. workers were involved in 20 major strikes and lockouts last year, the largest number since 1986. what am I missing in the best economy ever?
Australia’s new credit growth is still in free fall and suggest much further downside for house prices ahead..
China is acquiring more in Europe, less in China
