Equities: Corporate profitability is key to the underlying trend for share prices. We will look at what we can expect regarding corporate profitability in 2020. Profitability impacts...
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Equities: Corporate profitability is key to the underlying trend for share prices. We will look at what we can expect regarding corporate profitability in 2020. Profitability impacts...
Continue ReadingIt is time to put the noise and economic history of 2019 behind us. What matters now is how well you will perform in 2020. Changing economic conditions, politics, global discord, and...
Continue ReadingThe global industrial economy is clearly on the back side of the business cycle. In many regions of the world, such as Europe and Asia, the slowdown was underway by early 2018. In the US,...
Continue ReadingAs we head into the final months of 2019, the construction cycles are shifting. The US housing market, down 3.2% from the same period a year ago, is currently in Phase D, Recession, and...
Continue ReadingWith budgeting season upon us, our attention shifts to 2020, even if the calendar won’t do so for a few more months. 2019 represented an inflection point in many markets, with the US...
Continue ReadingWhat do the quarterly growth rates for Steel, Copper, Aluminum, Zinc, and Oil Prices have in common? They’re all declining below year-earlier levels. It’s amazing how quickly things change...
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