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I previously discussed a slate of recessionary indicators with high correlations to recessionary onsets. However, as we head into 2024, many Wall Street economists predict a “soft landing”...
US: trend towards weaker hiring in November jobs report expected We are building up to the Federal Reserve’s 13 December FOMC meeting, where the widely held view is that the central bank will...
U.S. stocks ended November on a high note as cooling inflation boosted hopes the Fed is done hiking. December is expected to be another strong month as per recent history. Looking for a helping hand...
Financial “wisdom” is said to be cyclical rather than cumulative, but that’s unfair. At least in the dominion of portfolio management and design, academics and money managers have...
“For me, context is the key – from that comes the understanding of everything.” - Abstract Artist Kenneth Noland. That holds true for us as well! Proper context is required to...
Charlie Munger, Warren Buffett's longtime partner at Berkshire Hathaway, passed away peacefully at 99, leaving an indelible mark on the company's success. Acknowledging Munger's vital role, Warren...
The bungee jumper doesn’t just bounce once.Stated in a more high-falutin’ way, perturbed systems normally don’t converge straight back to equilibrium. Obviously, the 2020-2021...
The recession that was widely predicted when the year began has only been postponed, some forecasters warn. The US is likely to contract at some point in the new year, runs the updated outlook. Maybe,...
The 2023 holiday season is officially upon us, and already, records are being shattered. Black Friday deal-hunters in the U.S. shelled out $9.8 billion online, a 7.5% over last year, according to...
Volatility, gauged by the Vix indicator, has seen a remarkable 41% decrease in the past four weeks, marking its ninth most significant drop within this historical timeframe. Meanwhile, managers are...
The Mastercard SpendingPulse data noted that black Friday shopping increased by 2.5% y/y, down sharply from a 12% y/y increase in 2022. When we think about this, adjusted for inflation, that would...
As investors, we must glean crucial information about the companies on our radar when repositioning our portfolios. InvestingPro's 'Data Explorer' allows you to search for all the data you need among...
TUE: EZ M3 (Oct), US Richmond Fed (Nov). WED: RBNZ Policy Announcement; German Prelim. CPI (Nov), UK Mortgage Approvals/Lending (Oct), EZ Economic Sentiment (Nov), US GDP 2nd (Q3). THU: Chinese NBS...
US: Closely following the ISM manufacturing index for any signs of a rebound Eurozone: Core inflation to continue improving to 4% Poland: We forecast a further decline in core inflation Hungary:...
It's been an incredible week at Open AI!From being fired, briefly joining Microsoft (NASDAQ:MSFT), and then returning to the company he founded, it's been nothing short of a remarkable turnaround. So...