A Framework That Provides Clarity

During periods of “low visibility,” confusion reigns: for every indication of one trend, there seems to be a countertrend. The key is to glean from the collective wisdom of reliable leading indicators a clear signal that the economy is headed for a turn.



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Auf der Suche nach der Rezession in den USA

Neue Zürcher Zeitung August 24, 2012

Die US-Wirtschaft quält sich gemessen am BIP langsam voran. Manche Beobachter meinen mit Blick auf einen breiteren Zahlenkranz jedoch, eine milde Rezession in den USA habe bereits begonnen. More


Recession Here

Bloomberg July 10, 2012

It takes time to realize that a recession has already begun. More