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Morning Brief* – October 30, 2013

Macro economy in terms of business cycle model- October PMI? Model input. Last week’s news and business statistics were summarized as mostly positive. No change to model output for economic growth now and well into next year. Seasonally, some statistics slump during September/October, and recent government shutdown likely exacerbated. And still no change to long […]

Morning Brief* – October 29, 2013

Macro economy in terms of business cycle model- October PMI? Model input. Last week’s news and business statistics were summarized as mostly positive. No change to model output for economic growth now and well into next year. Seasonally, some statistics slump during September/October, and recent government shutdown likely exacerbated. And still no change to long […]

Morning Brief* – October 28, 2013

Macro economy in terms of business cycle model- October PMI? Model input. Last week’s news and business statistics were summarized as mostly positive. No change to model output for economic growth now and well into next year. Seasonally, some statistics slump during September/October, and recent government shutdown likely exacerbated. And still no change to long […]

Morning Brief* – October 25, 2013

Macro economy in terms of business cycle model- Super cycles offer a growing economy next 20 years. Within the super cycles the 9yr cycle offers a ratchet process with continuous pattern of at least one recession per decade. The 9yr cycle trend is for a growing economy until 2017-2019. Within the 9yr cycle, the 3yr […]

Morning Brief* – October 24, 2013

Macro economy in terms of business cycle model- Super cycles offer a growing economy next 20 years. Within the super cycles the 9yr cycle offers a ratchet process with continuous pattern of at least one recession per decade. The 9yr cycle trend is for a growing economy until 2017-2019. Within the 9yr cycle, the 3yr […]

Morning Brief* – October 23, 2013

Macro economy in terms of business cycle model- Super cycles offer a growing economy next 20 years. Within the super cycles the 9yr cycle offers a ratchet process with continuous pattern of at least one recession per decade. The 9yr cycle trend is for a growing economy until 2017-2019. Within the 9yr cycle, the 3yr […]

Morning Brief* – October 21, 2013

Macro economy in terms of business cycle model- Super cycles offer a growing economy next 20 years. Within the super cycles the 9yr cycle offers a ratchet process with continuous pattern of at least one recession per decade. The 9yr cycle trend is for a growing economy until 2017-2019. Within the 9yr cycle, the 3yr […]

Morning Brief* – October 10, 2013

Macro economy in terms of business cycle model- Government shut down will create minor impact to economy, but there is and will be an impact. Debt ceiling event could create an economic crisis, but I doubt such will occur. The cycles do not offer a crash and burn event. We should fix this as soon […]

Morning Brief* – October 9, 2013

Macro economy in terms of business cycle model- It is normal for consumer sentiment to slip this time of year. Normally improves by year end. Basically global September PMIs (manufacture index) supported bullish macro business cycle model script for growing economies this decade, next year, and for even an upswing going into end of this […]

Morning Brief* – October 8, 2013

Macro economy in terms of business cycle model- It is normal for consumer sentiment to slip this time of year. Normally improves by year end. Basically global September PMIs (manufacture index) supported bullish macro business cycle model script for growing economies this decade, next year, and for even an upswing going into end of this […]