Global money update: August weakness
Monetary trends may be starting to confirm a negative 2027 economic outlook suggested by cycle analysis. Continue reading
Cycle update: expected 2027 weakness crystallising
The short-term stockbuilding cycle is rolling over with the long-term housing cycle on track to accelerate into a 2027-28 low. Continue reading
Global money update: cooler despite US
Money trends suggest that global economic momentum is peaking in Q3, with downside risk focused on Europe and Japan. Continue reading