Shockwaves in the industrial economy
Leading indicators are flashing red.
Leading indicators are flashing red.
We game out best, base, and worst cases for the U.S. macroeconomy, financial markets, and freight markets.
Infections jumped 1,300% since our January 27 note.
Our first warning about coronavirus risks to international trade and supply chains.
New research products will be part of a continuing education platform for our audience.