Investor confidence regarding economic activity in the euro area rose more than expected in November 2023, according to the latest report from Sentix GmbH (see chart).
In this post, I am giving a highly condensed version of what I described in my book Principles for Navigating Big Debt Crises, which is an extension of the study
I now hear it commonly said that inflation is the big problem so the Fed needs to tighten to fight inflation, which will make things good again once it gets inflation under control.
The latest readings from the “bubble indicator.” As you know, I like to convert my intuitive thinking into indicators which I write down as decision rules