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 "Leading indicators are much more valuable than lagging indicators. By the same token, value added at earlier stages of the domestic supply chain is a more timely measure of current economic performance. But the opportunity to use it is still being missed." Economic and Investment Observations – 6/22 |
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~ R. David Ranson, President and Director of Research HCWE & Co. |
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 Economic and Investment Observations |
| The economy's supply chain as a timelier gauge of its growth |
| Leading indicators are much more valuable than lagging indicators. By the same token, value added at earlier stages of the domestic supply chain is a more timely measure of current economic performance. But the opportunity to use it is still being missed. |
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International Forecaster |
| Why it pays to invest in the 'dogs' |
| In the emerging world, a market is not a buy merely because it is a "dog." The origin of supernormal returns is not favorable valuation, but the reliable tendency of falling currencies to stabilize. |
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Fixed-Income Barometer |
| "Market forecasts" for the coming twelve months as of July 1, 2022 |
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International Barometer |
| "Market forecasts" for the coming twelve months as of July 1, 2022 |
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Sector Watch |
| "Market forecasts" for the coming twelve months as of July 1, 2022 |
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