Advertisements

NorthmanTrader

Markets – Macro – Stocks – Charts – Alerts – SetUps

Macro Corner

July Macro Charts

From our perspective we are in a late market cycle environment setting up for the next recession. We’re collecting macro data charts highlighting potential signs of a coming macro turn. Below is a collection of some of the latest data points we’ve found of note in July. For the latest public analysis please see Market Analysis . For more in depth technical and macro analysis please visit Services.   I could be […]

Advertisements

Continue Reading →

June Macro Charts

From our perspective we remain in a late market cycle setting up for the next recession. We’re collecting macro data charts highlighting potential signs of a coming macro turn. Below is a collection of some of the latest data points we’ve found of note in June. For the latest public analysis please see Market Analysis . For more in depth technical and macro analysis please visit Services.  

Continue Reading →

May Macro Charts

From our perspective we remain in a late market cycle setting up for the next recession. We’re collecting macro data charts highlighting potential signs of a coming macro turn. Below is a collection of some of the latest data points we’ve found of note in May. For other public analysis please see The Marco Corner, Market Analysis and The Edge. For more in depth technical and macro analysis please visit Services. […]

Continue Reading →

Tax Cuts Now, Consequences Later

Look, who doesn’t like tax cuts? You get more money in your pocket and you spend more, that’s the premise after all. So it all sounds good on paper, especially when there’s not a detailed discussion of any downsides or risk, or consequences. And that fact in itself has me suspicious and should make you too. Have you ever tried buying a car and you got the distinct sense the […]

Continue Reading →

Lemon Sale

Are consumers getting themselves into trouble by buying expensive new cars at perhaps the worst moment in history? Are they buying the lemons of the future? I do have to wonder. Consider the following trends. Like with everything else, such as credit cards, mortgages, and student loans, consumers have been piling into ever more debt courtesy of low rates: Not only that, but consumers have been taking on ever higher […]

Continue Reading →

April Macro Charts

From our perspective we remain in a late market cycle setting up for the next recession. We’re collecting macro data charts highlighting potential signs of a coming macro turn. Here’s the collection of some of the data points collected so far in April. For other public analysis please see The Marco Corner, Market Analysis and The Edge. For more in depth technical and macro analysis please visit Services. Below is […]

Continue Reading →

The Riddle

Who’s up for solving a riddle? It goes like this: The gap between soft and hard data is at a record: Yet the Fed shows a huge jump in economic uncertainty: What’s the answer to this riddle? Before you answer, check credit flow: and perhaps auto sales: Yet auto loans are at all time highs: And subprime loans are defaulting at higher rates: So you tell me how the riddle […]

Continue Reading →

March Macro Charts

Below’s a list of data points I’ve been finding of interest as they are counter to the “optimism” reflected in fund flows & market sentiments currently reflected in high stock prices. Most people look at numbers in absolute terms which is fine, but can also be deceiving. I like to look at things in terms of growth trends and look for a leading sense of change or direction. Our market analysis […]

Continue Reading →