Client Reports

Cycle Engages, U.S. Falters

December 21st, 2017

Though we remain very positive on the global cycle, this report further develops our view that the United States is set for a recession in 2018.  We continue to project global growth rates above 4 percent through 2019 and possibly beyond.  However, our recession indexes are pointing in the direction of a U.S. recession although they are not yet sending a recession signal.

For an excerpt from this report, see Stock Prices are a Source of Recession Risk.


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