recession

Recession, schmession. If there’s one on the cards, consumers are ignoring the gloom and continuing to spend up big. It’s all been wonderful news for retailers. And...

In short, yes, we believe it is a good time to invest in private markets. Sure, we are surrounded by economic and political uncertainty but is there ever a point in...

Bonds are back, and equity investors better start accepting it. That was the broad message from my recent chat with Rudi Filapek-Vandyck of FNArena. “Everyone in the...

For all the talk of recession and bond moves of late, you’d think we are in a backdrop of what is complete capitulation. Yet on our recent London/ Europe trip we...

US stocks probably have some way to fall before bottoming out, and cash is a decent place to hide right now: these are a couple of the key takeaways from my recent...

This is a critical time for investors and policymakers alike. Geopolitical tensions, elevated market volatility, and the fastest pace of central bank tightening in...

"We are seeing volume declines in every segment around the world" FedEx CEOIn September 2022, the FedEx (FDX) share price tumbled 30% when the company reported a...

For investment markets, 2022 has so far been one of the more interesting and fascinating years since the early 1990s. This year, markets have been on a trajectory that...

There is a saying in markets: Don’t fight the Fed. It is a good adage. But sometimes the market gets the Fed's message wrong. The reaction to the Fed’s latest 0.75%...

Economist Nouriel Roubini, who notably called the 2008 financial crisis, just stated in an interview reported by Bloomberg that we could be in for a "severe, long...

Forward PE Ratios — Real Cheap (but for real?): We have seen a major move in forward PE ratios across countries this year. The median forward PE ratio across...

The latest in Europe’s long list of issues Eurozone inflation is continuing to soar to record highs, with Eurostat (the EU’s statistics body) recently announcing...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

Reading the recession tea leaves When it comes to predicting recessions, there are many ways to read the tea leaves and come to a view on the future. We like the...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...

Jerome Powell chairs the Board of Governors of the U.S. Federal Reserve. His speech at the Fed’s Jackson Hole Symposium disappointed and even shocked many people. It’s...

Silver Shock: As you might have seen, silver had a dream run in 2020. And well, to be fair, most markets mooned back then riding the tides of extreme monetary...

After the largest bond market sell-off in 30 years, and with risk markets pricing in a higher probability of recession, global fixed interest and credit markets offer...

Fears of a sharp slowdown in global growth have continued to intensify over the past couple of months. And after one of the most significant valuation corrections in...