I’ve been following this economic newsletter for some time and have been consistently impressed with the level of analysis. Wells Fargo Senior Economist Eugenio Aleman provides a weekly market outlook on financial markets and the economy that sticks to economics and tends to lead the pack rather than simply add volume to the noise. While he can’t predict the future, Aleman’s analysis may help make more sense over what is going and help understand how and where the deck is stacked.
This week’s edition foreshadows:
1. A return to positive growth in GDP in the 3rd quarter of this year.
2. A long recovery
3. A low point for housing starts this quarter (Q1)
4. Low interest rates through this year bottoming in June.
Check it out: Wells Fargo Financial Market Strategies Weekly Report – March 27, 2009
