News Release- Produced by JPMorgan and Markit in association with ISM and IFPSM At 51.4 in April, up from 51.1 in March, the JPMorgan Global Manufacturing…
The “big story” of the U.S. economy is that we have substituted expansion of debt for meaningful increases in productivity.
For the past 30 years, the U.S. economy has become increasingly dependent on explosive debt expansion for its “growth” rath…
By guest contributor Bob Bronson
May 24, 2010
This report is in response to requests for our various capital market Supercycle forecasts and associated investment recommendations in light of recent market action, which has further confirmed all th…
May 20, 2011
Last week we saw evidence of slowing consumption in the Advance Monthly Retail Trade Report for April from the Census Bureau (see my analysis here). This morning, I’ve updated my Consumer Metrics Institute (CMI) charts through the late…
May 9, 2011
On Thursday of this week, we’ll get the Advance Monthly Retail Trade Report for April from the Census Bureau. Shortly thereafter I’ll post my revised retail sales charts. Meanwhile, I’ve updated my Consumer Metrics Institute (CMI) chart…
