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Morning Brief* – March 20, 2014

Macro economy in terms of business cycle model- 3/13- Concerned the non manufacturing index (ISM) is in a 3yr bear cycle trend that should end this year, but what month. While the 3yr cycle for the PMI is likely up. Suggests long term bullish business cycle forecast for 2014 still best model script but does […]

Morning Brief* – March 19, 2014

Macro economy in terms of business cycle model- 3/13- Concerned the non manufacturing index (ISM) is in a 3yr bear cycle trend that should end this year, but what month. While the 3yr cycle for the PMI is likely up. Suggests long term bullish business cycle forecast for 2014 still best model script but does […]

Morning Brief* – March 18, 2014

Macro economy in terms of business cycle model- 3/13- Concerned the non manufacturing index (ISM) is in a 3yr bear cycle trend that should end this year, but what month. While the 3yr cycle for the PMI is likely up. Suggests long term bullish business cycle forecast for 2014 still best model script but does […]

Morning Brief* – March 17, 2014

Macro economy in terms of business cycle model- 3/13- Concerned the non manufacturing index (ISM) is in a 3yr bear cycle trend that should end this year, but what month. While the 3yr cycle for the PMI is likely up. Suggests long term bullish business cycle forecast for 2014 still best model script but does […]

Morning Brief* – March 14, 2014

Macro economy in terms of business cycle model- 3/13- Concerned the non manufacturing index (ISM) is in a 3yr bear cycle trend that should end this year, but what month. While the 3yr cycle for the PMI is likely up. Suggests long term bullish business cycle forecast for 2014 still best model script but does […]

Morning Brief* – March 13, 2014

Macro economy in terms of business cycle model- 3/13- Concerned the non manufacturing index (ISM) is in a 3yr bear cycle trend that should end this year, but what month. While the 3yr cycle for the PMI is likely up. Suggests long term bullish business cycle forecast for 2014 still best model script but does […]

Morning Brief* – March 12, 2014

Macro economy in terms of business cycle model- 3/7- ISM services index for February was low enough to consider chance the 3yr cycle was still trending down. Due to bottom. But is there risk of lingering momentum next few months. A nearby concern, but model stance remains long term bullish economies. 3/5- February PMI rebounded […]

Morning Brief* – March 11, 2014

Macro economy in terms of business cycle model- 3/7- ISM services index for February was low enough to consider chance the 3yr cycle was still trending down. Due to bottom. But is there risk of lingering momentum next few months. A nearby concern, but model stance remains long term bullish economies. 3/5- February PMI rebounded […]

Morning Brief* – March 7, 2014

Macro economy in terms of business cycle model- 3/7- ISM services index for February was low enough to consider chance the 3yr cycle was still trending down. Due to bottom. But is there risk of lingering momentum next few months. A nearby concern, but model stance remains long term bullish economies. 3/5- February PMI rebounded […]

Morning Brief* – March 6, 2014

Macro economy in terms of business cycle model- 3/6- ISM services index for February was is sizable dip characteristic. Suspect late 3yr cycle bottom. ECB raised 2014 growth forecast to 1.2%. 3/5- February PMI rebounded to 53.2. The related Eco Trend indicator move to a new record high which likely means nominal GDP per capita […]