Something rare is happening, and no, I don’t mean me being quiet, though that is rare indeed. But it’s something else. As you know, I write pretty regularly in this newsletter, but it isn’t often I get to tell you…

Thus far this year the US economy has managed to dodge the expected recession and there has been many a sigh of relief as the worst of the predictions have not come to pass. For those that have been paying…

I suppose it is time to retrieve my reputation as a dismal scientist. In previous reports i have been uncharacteristically upbeat as i discussed the fact that we kept managing to miss recession but this is not to say that…