economy

What if the opposite of recession and deflation happens...

The key takeaways from earnings transcripts and C-suite letters from JPMorgan, Citi, Goldman Sachs, Bank of America and more.

Giselle Roux provides her unconstrained view of the economy, markets, and where investors will find the best returns over the next decade.

Oh inflation. For so long, you lay dormant, so much so that policymakers were complaining that there wasn’t enough of it. Last month has seen renewed concerns with...

“Luxury goods are the only area in which it is possible to make luxury margins.”– Bernard Arnault, Founder, Chairman, CEO, LVMH High-end shoppers are ignoring the...

If you added up all of the hikes made by G20 central banks, even including the cuts made by Turkey, Russia, and China, the cumulative total is still 6,700 basis...

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...

Welcome to this month's trade floor update. The RBA has raised rates for the second month in a row, and we haven’t seen the end of it. It’s a good time to be a bond...

A few weeks ago, it would have been fair to say that we were probably set for a number of interest rate increases this year. Fast forward to where we are now and a...

It has been noted by some economic observers that Fed Chairman Jerome Powell has, in 2021, been consistent in one aspect of his predictions about inflation; that he’s...

Corporate capex growth crashed in 2020 for understandable reasons.Commodity capex in particular contracted at a record pace and now its weighting of total S&P500 capex...

On the agenda, we give an overview of how the Coronavirus crisis will have impacted the already fragile economy when all is said and done, addressing the fiscal and...

Defensive, capital-protected, private debt is becoming increasingly appealing to investors as a viable asset class as markets work through the impacts of the COVID-19...

In the last month or so, governments and central banks have been the difference between markets continuing to fall and markets starting to find a bit more support....

We often hear from policymakers the desire to get to the “other side” of the COVID-19 crisis, but what exactly does that look like? Will we spring back to the...

Today I write that while there are reasons to be optimistic about the next 12 months, being psychologically fractured in your thinking is no less important. More...

Markets have changed and probably not for the better. Investor complacency seems to be the norm as their reliance on central banks and policymakers to come to the...

Here's some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities...

Here's some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities...