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Manufacturers know

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Remember this prediction from a previous Brief here? Based on its amazing correlation we predicted a recession in 23Q4 and into 2024. Here is another amazingly reliable correlation: PPI (Producer Price Index) is a measure of inflation at the wholesale… Read More »Manufacturers know

Recession in 18 mo’s?

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22-Sep’22: RECESSION IN 2023Q4? The 2y-10y Treasury Curve has inverted to a notable -51bp. Historically the spread never remains negative for long, and expecting the inevitable reversion to normal, VALUE Equities and FIXED INCOME are advisable, just as soon the… Read More »Recession in 18 mo’s?