Author: Rusty Guinn
Shikaka!
The Alembic
Run, Run, Pass
Credit Cycle Monitor – 12.31.2018
Access this month’s monitor slides in Powerpoint and in PDF. Access the monitor values in Excel. As we noted in November, missionaries in force were a leading indicator for…
US Fiscal Policy Monitor – 12.31.2018
Access this month’s monitor slides in Powerpoint and in PDF. Access the monitor values in Excel. Fiscal policy in the US remains a largely low-attention topic with little in…
Trade and Tariffs Monitor – 12.31.2018
Access this month’s monitor slides in Powerpoint and in PDF. Access the monitor values in Excel. The focus on a China Trade War narratives accelerated even further in December.…
Central Bank Omnipotence Monitor – 12.31.2018
Access this month’s monitor slides in Powerpoint and in PDF. Access the monitor values in Excel. Attention to central bank narratives rose sharply in December, with a renewed attention…
Inflation Monitor – 12.31.2018
Access this month’s monitor slides in Powerpoint and in PDF. Access the monitor values in Excel. For yet another month, stock market declines refocused investor narratives – especially concerning…