Strategy US - Using Diffusion Indices to anticipate a potential economic downturn
Following the increase of yields and mortgage rates in Q4 2016 in a high-levered economy, it is crucial to monitor economic activity closely, in order to anticipate a potential downturn.
This report shows internally calculated Beige Book Diffusion Indices, which the strategy uses as independent indicators for the US, in addition to nowcasts and stock portfolios.
ThirdYear Capital is a provider of global macro strategy and portfolios, focusing on systematic countercyclical investing.
For additional information and contact, please refer to our website: http://third-year.com/
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