global economy

Independent Economist Janu Chan breaks down the big change at the top of the Chinese National People's Congress agenda.

This edition contains a summary of quotes and market announcements from company results throughout February across various industries.

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...

Signal or Noise returns for the 2023 series with a show dedicated to the reopening of the world's second largest economy.

One of the most fascinating developments in financial markets over the past year has been the Bank of Japan (BOJ) and its policy of yield curve control (YCC). It has...

Tim Richardson examines the business models which are best positioned for earnings growth in a slowing economic environment.

The drumbeat of global recession for 2023 has been beating loudly of late. Some fund managers and analysts at major banks now have recession as their baseline...

Jay Sivapalan, Head of Australian Fixed Interest, identifies three macro themes investors should bear in mind as they navigate the evolving investment landscape.

Last month, there was a moment that analysts and financial market participants had been hoping for some time. Like kids waiting for Christmas morning, market...

“This is nothing like the 1970’s, which was a pretty dismal period, and not just because of polyester and disco.” – Barry Ritholtz, CEO, Ritholtz Wealth Management ...