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#11: Some questions on the cycle
Some thoughts on what's preventing me from having more confidence about my view.
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#10: Volatilty in oil
Thoughts on the oil market, OPEC+ cuts and more.
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#9: The US Economy is Built Different
Assessing some of the factors which are truly different this time.
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#8: US Inflation is dying, but not dead
Inflation should fall quickly over the course of this year, helping real incomes in the short term.
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#7: A sluggish economy, but roaring industrials – what’s driving this discrepancy?
Despite leading indicators showing the industrial sector to be in contraction, industrials continue to outperform the broader market.
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#6: Germany’s economy is on the brink
Higher energy prices coupled with weaker real demand points to a weak period over the next 6 months for the German economy.
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#5: What are companies saying about China?
Taking stock of the Chinese economy from the perspective of the largest companies
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#4: What's going on with bonds?
Fed tightening in the face of a slower economy has prevented bonds from catching a bid.
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