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All the major asset classes fell last week, extending a run of risk-off sentiment of late based on a set of ETF proxies. Investors are struggling to decide if the latest decline is noise or marks the...
Well, the bulls are starting the week on the back foot as the aggressive selling last week has seen a near 400-point drop. Initially, we have a bit of support to start with at the 7250 level as we...
The stock market is cyclical and corrections are normal The best way to avoid getting caught up in short-term volatility is to focus on the long term Corrections can be scary, but they are also an...
The world of investing today offers countless opportunities to earn additional income. The most common way, which most retail investors have experience with, is investing directly in the underlying...
Week Ahead August 21st-25thMON: PBoC LPR, German PPI (Jul) TUE: US Richmond Fed Index (Aug), New Zealand Retail Sales (Q2) WED: EZ/UK/US Flash PMIs (Aug), Canadian Retail Sales (Jun), US New Home...
Since the beginning of 2022, the media has regularly warned a recession is coming. As we suggested previously, if a recession DID occur, it would be the most well-forecasted recession ever on...
It’s been clear for some time that US recession risk has been sliding in recent months, but this week’s updates of a widely followed GDP nowcast published by the Atlanta Fed has been...
The Fed’s next rate move and its higher-for-longer policy mantra are predicated on high and sticky inflation. Inflation has fallen nicely from its peak but not enough to sway the Fed to...
UK services inflation, the part of the CPI data the Bank of England is most concerned about, has picked up again from 7.2% to 7.4%. That’s higher than the Bank had forecast (7.3%), but...
Recession forecasts continue to swirl in some corners of the economics profession, but early econometric estimates for third-quarter GDP data suggest that the expansion will persist for now.US output...
Government bonds or stocks: If you were picking an asset class to outperform over the next 18-24 months, which would you choose?Such was an interesting point made by Greg Feirman last week. To...
The LERI shows Q2 2023 ended with the highest level of corporate uncertainty in the last year Retail in the spotlight this week: HD, TGT, TJX, WMT, ROST Upcoming potential surprise:...
Unusual turbulence has overtaken the Credit Ratings world in 2023 Earlier this year, the SVB crisis sparked doubts about Agencies' ability to predict a crisis Now, Moody's and Fitch's subsequent US...
So many of you asked me to do a video on this topic so here it is.
Week Ahead August 14th-18thMON: N/A TUE: PBoC MLF, RBA Minutes, Japanese Prelim. GDP (Q2), Australian Wage Price Index (Q2), Chinese Industrial Output and Retail Sales (Jul), Japanese Industrial...
Tax receipts are falling, which has historically preceded economic recessions. In a recent post, we discussed the issue of rising debt levels on economic growth and increasing debt levels. To...