economics

The heavy fall in global semi-conductor sales looks very similar to the fall during the financial crisis. US manufacturing and services PMIs have slumped in August....

American leading economic indicators have had a bad month. US small business employment has fallen, just like it did in early 2008. Freight indices are at ugly levels....

Global semiconductor sales have plunged as if a recession is occurring. Morgan Stanley’s business confidence indicator has plunged to financial crisis lows. South...

The consensus outlook for the US economy has become increasingly fearful in recent months. In particular, the bears point to renewed trade war concerns, which have...

Global trade and air freight volumes have gone negative. New York City has a glut of luxury apartments for sale. Ten year returns look fantastic now that the losses of...

In my column today I argue that ScoMo has a powerful economic policy agenda that will drive innovation, productivity and growth, it is just not the big interventionist...

Populism is spreading rapidly and globally, and becoming more aggressive in its implementation and execution. It traverses national borders and can infiltrate...

No income, no asset loans are back in America. Inflated consumer credit scores are understating the risk American lenders are taking. Increasing credit card...

Stock buybacks are better at getting cash to executives than shareholders. Hedge fund Element Capital has delivered net annual returns of 21% since 2005. A British...