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NorthmanTrader

Markets-Macro-Charts-Alerts-Technicals

Tag Archive for ‘recession’

The Tax Cut Recession

Don’t shoot the messenger: The next recession is unavoidable and is programmed into everything we see right now. In fact, recent tax cuts may end up being the trigger of this next recession and that reality may slowly be dawning on some market participants. Hence I call it the Tax Cut Recession. Let me walk you through the evidence. Firstly let’s start with a macro chart which I think is […]

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The % Puzzle Coming Together

The macro premise remains simple and I’ve written about this a lot: The US is drowning in debt and as long as rates are low it’s all fun and giggles, but there is a point where it cramps on growth and the simple question is when and where. In recent weeks we have had a nasty correction coinciding with technical overbought readings and both bonds and stocks testing 30 year […]

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