Global Recession

‘Risk-off’ has been the flavour so far this week. Overnight, US Federal Reserve Chair Powell dismissed all talk of turning to negative rates to address a downturn...

The blanket coverage of coronavirus and its impact on the economy can lead to a lot of confusion right now. Some reports are hopeful of anti-viral drugs, others say a...

It hardly seems like a few of weeks ago that we were considering the imminent spread of COVID-19 outside of China and to the rest of the world. While the reaction of...

Last week, Wilson Asset Management hosted their 2020 investor conference call. Chairman and CIO, Geoff Wilson used the opportunity to talk about market volatility, and...

(Ed note: first published October 2019): By now, the situation is clear. Many economies are gradually slowing down or have already entered a recession (think European...

Let’s start by reviewing what the yield curve actually is. Consider a range of durations for government notes, for example, you can have 3-month notes, 1-year notes,...

Let’s start by defining what a recession actually is. Google’s dictionary defines it as ‘a period of temporary economic decline during which trading and industrial...

In my last Livewire post, I commented that The Vega Fund would be looking closely at economic data over the coming months to determine whether it should remain long...

There's been a fair bit of talk about a pending US recession. Much of this chatter has been fueled by simple analysis of the slope of the yield curve, which is widely...

As the headlines in the image below suggest, Gerard Minack has developed a reputation for his bearish views. So to hear that he has turned bullish on the outlook for...