Just about everyone keeps a close eye on the economy’s borrowers these days, but there aren’t as many eyes on the lenders. After subdividing debt by the type of lender, we find a recession indicator that demands our attention.
Our bear market dashboards compare current conditions to the conditions that shaped past market cycles. Those comparisons look favorable today, but several risks bear watching.
I continue to track the similarities between President Kennedy’s stock market and President Trump’s market. To help determine whether those similarities will continue, I describe a market indicator called VCURVE, and then I discuss what the indicator might be telling us about the market’s performance in Q1 2018.
Our economic dashboard shows how current conditions compare to the conditions that shaped past business cycles. Although the dashboard looks favorable today, it begs a closer look at financial flows data.