After a healthy growth year in 2018, expansion in the US manufacturing sector ground to a halt in 2019, contracting in the second half of the year. At this time in 2019, we predicted the...
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After a healthy growth year in 2018, expansion in the US manufacturing sector ground to a halt in 2019, contracting in the second half of the year. At this time in 2019, we predicted the...
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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...
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It 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...
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The 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,...
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As 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...
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With 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...
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