As a teaser to the quarterly newsletter that will be released in early July (Free as always – link here) I thought I would post the economic outlook found within. As indicated earlier in this quarters newsletter I am now on recession countdown. I will keep this short and very chart heavy. It is very […]
Read more
No Comments
Economic Outlook – Half 2 2018
No Comments
2018 Outlook
2018 Outlook 2017 was an excellent year for the global economy. For the first time since the Great Recession there was synchronized global growth. This year the IMF is predicting close to 4.0% global GDP growth. The ECRI Weekly Leading Index is at an all-time high. Doug Short Recessions tend to start after the index […]
Read more
No Comments
Review of 2017 Trends
2017 Trend Outlook In January I wrote about the trends I felt would impact 2017. With the half way point in the year I thought it would be a good exercise to review the trends identified. Economic Growth USA – I believe the US expansion is late in the cycle and will see an acceleration […]
Read more
No Comments
Oil Outlook for 2018
The blog has been quiet as I have been busy drilling oil wells, while working on a law degree. It has not only been that I have not had time to write, but not enough time to read which has led to a case of writers block. My return to writing will be on one […]
Read more
No Comments
Economic Outlook
Economic Discussion In the past it was common to suggest that the stock market was a leading economic indicator and would peak up to six months prior to the economy. I think that was due to a slow dissemination and collection of economic data versus the quick realisation of punters view of economic activity. I […]
Read more
No Comments
Review of 2017 Trends
In January I wrote about the trends I felt would impact 2017. With the half way point in the year I thought it would be a good exercise to review the trends identified. Economic Growth USA – I believe the US expansion is late in the cycle and will see an acceleration of growth. The […]
Read more
No Comments
Economic Discussion
Global Markets The Global PMI (purchasing managers index), a proxy for economic growth has rebounded to multi-year highs. This can be seen in expansion of both manufacturing and services. Markit The Emerging Market and Developed Market PMI expanding together. Is it possible we have entered a coordinated growth cycle after years of uncoordinated growth? CEO’s […]
Read more
No Comments
2017 Trends
After having a month to read many outlooks and reports about the upcoming year I have determined these are the trends I believe will continue for the remainder of 2017. 1. Economic Growth USA – I believe the US expansion is late in the cycle and will see an acceleration of growth. The USD will […]
Read more