economy

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...

For years now, many have told us that Australia is heading for an imminent recession. By contrast official forecasts have long been looking for several years of above...

This week it's wage inflation, but with a particular twist. Utilizing the great indicators from the innovative economics team at the Atlanta Fed, I have built a new...

Overall, the year was remarkable for being unremarkable. At least as far as the economy and financial markets performed. The year started with the fall-out from...