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Michael Howell: "QE Is Coming Back, Big Time"

Forward Guidance

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How to Buy Cyclical Stocks in the Market

In the US, at least we are in the economic cycle. Are we about to enter a recession, early into a recession, late into a recession and about to exit one or no recession at all? If you let me show one more chart, page four, one, take a look at that chart, and then we can debate. We do a lot of modeling,. as you probably gather, the orange line is an AI based model of the world economy. It's cyclically sensitive commodity prices like lumber or copper or oil. And it's also the exchange rates of trade dependent economies. What the model does is it basically tries to predict what the tempo of the world real economy is from

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