January 3, 2016
Core Capital Spending Down 10 Consecutive Months; Soft Rebound in 2016?
Original post: Core Capital Spending Down 10 Consecutive Months; Soft Rebound in 2016?
Hard hitting global and local news
Hard hitting global and local news
Original post: Core Capital Spending Down 10 Consecutive Months; Soft Rebound in 2016?
Taken from: Chicago PMI Crashes, New Orders and Backlogs Plunge to May 2009 Level; Service Economy Headed for a Slowdown?
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Original post: Reshoring Myth Explodes: Offshoring Outpaces Onshoring Every Year Since 2004 Except 2011
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Visit site: Yield Curve and Spreads: Fed’s Real Policy Error in Pictures; What’s Next?
Link: Fed Funds Effective Rate Shows Fed Did Indeed Hike by 25 Basis Points
Link: Fed Funds Effective Rate Shows Fed Did Indeed Hike by 25 Basis Points
Meanwhile my main theme for Q3 and Q4 of this year – the price of capital rising continues – I don’t need to remind you but it has been carnage. Tactical I leave 2015 risk wise very light on positions – my price signals are not flashing yet, and the only positions I will want to own are upside in crude (WTI), Gold/Silver, and a weaker US$