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Long-term promise vs current running of economy (IV)
Central banking, (commercial banks) money supply, stock market, inflation
14 hrs ago
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Long-term promise vs current running of economy (IV)
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Long-term promise vs current running of economy (III)
Central banking, (commercial banks) money supply, stock market, inflation
Mar 27
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Long-term promise vs current running of economy (III)
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Long-term promise vs current running of economy (II)
Central banking, (commercial banks) money supply, stock market, inflation
Mar 26
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Long-term promise vs current running of economy (II)
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Long-term promise vs current running of economy
Central banking, (commercial banks) money supply, stock market, inflation
Mar 25
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Long-term promise vs current running of economy
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2024-03: (Second to US interest rate,) Aviation theme as emerging predictor for global assets, real economy as predictor for US equity
As of Mon 18 Mar, using 6-month forecast period, as computed by tsterm.com, the common causal predictors for global assets (US, Europe, Asia etc) across…
Mar 19
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2024-03: (Second to US interest rate,) Aviation theme as emerging predictor for global assets, real economy as predictor for US equity
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February 2024
2024-02: Real economy as drivers (causal predictors) for US equity 6 months out (AI stocks having run away)
As of Wed 21 Feb, using 6-month ahead forecast period, as computed by searching for QQQ.US;SPY.US;DIA.US on tsterm.com, the common causal predictors for…
Feb 22
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2024-02: Real economy as drivers (causal predictors) for US equity 6 months out (AI stocks having run away)
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January 2024
2024-01: AI stocks and consumer as drivers (predictors) for US equity 6 months out
According to tsterm.com, using 6-month ahead forecast period, if one searches for QQQ.US;SPY.US;DIA.US, the three US equity index ETFs, as of Thu 18 Jan…
Jan 19
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2024-01: AI stocks and consumer as drivers (predictors) for US equity 6 months out
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December 2023
2023-12: Global assets, US assets' driving forces getting more aligned with each other as the US interest rates ease, both include AI stocks
According to tsterm.com, using 6-month ahead horizon, When we add non-US assets to the US ones and call that basket global assets, that basket used to…
Dec 19, 2023
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2023-12: Global assets, US assets' driving forces getting more aligned with each other as the US interest rates ease, both include AI stocks
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November 2023
For medium-term asset managers: QQQ, SPY, DIA following November Powell talk
As tsterm.com only computes on price data for now for causal inter-temporal predictive relationship, when we write “it happens” below, it was a simple…
Nov 30, 2023
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For medium-term asset managers: QQQ, SPY, DIA following November Powell talk
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For medium-term asset managers: AAPL and MMM following November Powell talk
As tsterm.com only computes on price data for now for causal inter-temporal predictive relationship, when we write “it happens” below, it was a simple…
Nov 29, 2023
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For medium-term asset managers: AAPL and MMM following November Powell talk
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2023-11: US equity being driven by AI 6-month out
From Sun 19 Nov, Accenture ACN joins top 5 common causal predictors for US equity index ETFs QQQ, SPY, DIA. As of Mon 20 Nov close, the top 5 common…
Nov 21, 2023
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2023-11: US equity being driven by AI 6-month out
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October 2023
2023-10: Oracle ORCL, Dow Jones Industrial Average index predictive of global assets
As of 2023-10-19 Thu end-of-day, using 2-day ahead horizon, The conditional distribution of the value of the US three major stock index ETFs QQQ, SPY…
Oct 20, 2023
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2023-10: Oracle ORCL, Dow Jones Industrial Average index predictive of global assets
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