global economy

The Delta variant has become the predominant strain of COVID-19 in much of the world. In response, we're seeing a return to lockdowns and other socially...

Welcome to Q2! Things have moved fast since my original post (both in terms of market movements and the general consensus/sentiment). So I thought it would be helpful...

As we’ve highlighted in the two previous quarterly asset allocation valuation publications, (pretty much) everything is expensive. Abundant liquidity has pushed...

The RBA’s decision to cut interest rates to a record low of 0.1 per cent while announcing a quantitative easing program of $100 billion brings Australia’s central bank...

The COVID-19 pandemic and associated shutdowns of economic activity are an enormous negative growth shock that is causing unprecedentedly deep recessions almost...

In what follows, I wish to deal with how the UK’s engagement with China will stress and strain in the near-term, but should inevitably see them collaborate in a way...

Is it safe to say it’s over? I think so. It’s possible the recovery has been too far, too fast. Markets could very easily fall from here. But the economy is already...

Although the second quarter of 2020 will mark the worst quarter for United States and global growth since World War II, market uncertainty and peak fear have passed...

Chris Watling, Chief Investment Officer at Longview Economics, believes that markets are entering the second year of a ‘mini-cycle upswing’ which typically lasts...

Coronavirus has thrown an ‘unknown unknown’ into the mix of the global economy, being both a demand and supply shock of significant magnitude. Importantly for...