economics

A prospective credit crunch now makes a US recession more likely than not - and that leaves short-dated government bonds attractive.

Interesting and under the radar media on finance, economics, politics and society

Australia is not at risk of a recession according to most economists. But there is one reason we may enter one if we're not careful.

Interesting and under the radar media on finance, economics, politics and society

Interesting and under the radar media on finance, economics, politics and society

The US Fed spooked markets with hawkish rhetoric. In this wire, I show why the Fed will have to pause soon, and why that bodes well for diversified portfolios in 2023.

2022 has been an incredible year of changes within the macro landscape. We’ve seen one of the first major, sustained bear markets in many investment professionals’...

Plus, at least one of our panellists believes this sector will be the "energy trade" for next year. Which one? Tune in to find out.

Top 5 ArticlesUS inflation has likely passed the peak, but there’s good news and bad news for where it might level out at. Private charity is more ethical and...

Top 6 Articles High frequency indicators across employment and consumer spending still point to the US economy being strong with inflation expected to remain high. ...

China’s economy is in recession. The nation’s zero COVID-19 policy and property market woes have led to a collapse in growth. China’s authorities no longer even...

Financial markets have rarely been more exciting than they are right now. And while equities get most of the attention, the real action is in global bonds.  The US...

There is a whole lot of attention on the upcoming China’s 20th National Party Congress, which is slated to begin October 16. It is the biggest political event on the...

Over the long run, the Federal Open Market Committee (FOMC) has an inflation target of 2%. It forms one of the three pillars of the Fed's mandate, the other two...

Top 8 ArticlesThe Federal Reserve bears some responsibility for the current economic problems because it was too loose in the past, not because it is normalising...

The term "free money" has been everywhere in financial markets for most of the last two years. Its genesis comes from the fact that central banks pumped enormous...

There has been no shortage of pundits that have predicted the impending demise of the US dollar in recent times. Its use as a reserve currency is diminishing, they...

Inflation may be the common enemy of global finance right now, but every central bank has different ways of dealing with it.  In the US, Federal Reserve Chairman...

“There’s a tendency for markets to focus on the present and extrapolate it forever”, said Olivier Blanchard, a well-respected economist formally of the IMF. We could...

Top 6 ArticlesOne in six US homes is in arrears on their utility bills and 40% of American small businesses don’t pay their rent on time.Joe Biden’s college loan...