Install this theme
January 26 - February 28
Monthly Interpretation Attempt: The market was visibly strong on visibly weak data.

January 26 - February 28

Monthly Interpretation Attempt: The market was visibly strong on visibly weak data.

The series for Real Retail Sales shows a visible drop in the rate of growth, the kind that can be associated with a peaking business cycle.

The series for Real Retail Sales shows a visible drop in the rate of growth, the kind that can be associated with a peaking business cycle.

January 20 - February 21
The market is holding up after weak economic data and suggestions of tapering continuation.

January 20 - February 21

The market is holding up after weak economic data and suggestions of tapering continuation.

January 12 - February 14

January 12 - February 14

The big plunge in the New Orders Index comes as a a surprise, but weakness was expected.

The big plunge in the New Orders Index comes as a a surprise, but weakness was expected.

January 5 - February 7

January 5 - February 7

Consumption of Durable Goods is still at respectable growth levels but slowing down. The behavior during the previous expansion suggests rates of growth will slowdown further.

Consumption of Durable Goods is still at respectable growth levels but slowing down. The behavior during the previous expansion suggests rates of growth will slowdown further.

December 29 - January 31
Monthly Interpretation Attempt: The market was weak on strong US data and continuing Fed tapering.

December 29 - January 31

Monthly Interpretation Attempt: The market was weak on strong US data and continuing Fed tapering.

December 22 - January 24
The market weakens as the taper looks more like it’s really happening.

December 22 - January 24

The market weakens as the taper looks more like it’s really happening.

Real retail sales kept growing at a good pace in Q4

Real retail sales kept growing at a good pace in Q4

December 15 - January 17

December 15 - January 17

Further slowdown expected for the pace of growth in employment.

Further slowdown expected for the pace of growth in employment.

December 7 - January 10

December 7 - January 10

New Orders Index, strong but peaking

New Orders Index, strong but peaking

November 23 - January 3

November 23 - January 3