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Morning Brief* – February 14, 2014

Macro economy in terms of business cycle model- 2/12- PMI will reverse higher during first quarter. The 3yr cycle offers net growth for economies for 2014. Intermediate intra year cycle model based research offers a less fast pace early 2014, and faster pace by second quarter. 2/12- The economies are in a super cycle of […]

Morning Brief* – February 13, 2014

Macro economy in terms of business cycle model- 2/12- PMI will reverse higher during first quarter. The 3yr cycle offers net growth for economies for 2014. Intermediate intra year cycle model based research offers a less fast pace early 2014, and faster pace by second quarter. 2/12- The economies are in a super cycle of […]

Morning Brief* – February 12, 2014

Macro economy in terms of business cycle model- 2/12- PMI will reverse higher during first quarter. The 3yr cycle offers net growth for economies for 2014. Intermediate intra year cycle model based research offers a less fast pace early 2014, and faster pace by second quarter. 2/12- The economies are in a super cycle of […]

Morning Brief* – February 11, 2014

Macro economy in terms of business cycle model- 2/10- ISM services index for January showed net economy growth from a sector perspective. Offset PMI a bit. Unemployment trend still in cyclical decline for this decade. 9Yr business cycle. 2/4- US PMI (ISM) dropped more than I expected but the model stance did not change for […]

Morning Brief* – February 10, 2014

Macro economy in terms of business cycle model- 2/10- ISM services index for January showed net economy growth from a sector perspective. Offset PMI a bit. Unemployment trend still in cyclical decline for this decade. 9Yr business cycle. 2/4- US PMI (ISM) dropped more than I expected but the model stance did not change for […]

Morning Brief* – February 7, 2014

Macro economy in terms of business cycle model- 2/7- ISM services index for January showed net economy growth from a sector perspective. Offset PMI a bit. Jobs report meaningless but will trade think. Larger unemployment trend still in cyclical decline for this decade. 9Yr business cycle. 2/4- US PMI (ISM) dropped more than I expected […]

Morning Brief* – February 6, 2014

Macro economy in terms of business cycle model- 2/4- US PMI (ISM) dropped more than I expected but the model stance did not change for growing business/economy this year. The Eco Trend indicator which is a cumulative study of PMI made a new record high but at slower pace -normal behavior. This indicator correlates with […]

Morning Brief* – February 5, 2014

Macro economy in terms of business cycle model- 2/4- US PMI (ISM) dropped more than I expected but the model stance did not change for growing business/economy this year. The Eco Trend indicator which is a cumulative study of PMI made a new record high but at slower pace -normal behavior. This indicator correlates with […]

Morning Brief* – February 4, 2014

Macro economy in terms of business cycle model- 2/4- US PMI (ISM) dropped more than I expected but the model stance did not change for growing business/economy this year. The Eco Trend indicator which is a cumulative study of PMI made a new record high but at slower pace -normal behavior. This indicator correlates with […]

Morning Brief* – February 3, 2014

Macro economy in terms of business cycle model- 1/23-The economy bottomed in 1930s for a 216yr business cycle and bottomed as most important correction by 2009 and relative a 72yr cycle. The trend is up until no later than 2042. As a ratchet process the economy will fluctuate relative 9yr and 3yr business cycles. The […]