recession

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...

There’s a lot of talk of recessions at the moment – and that’s saying something, given Australia is not in a recession (at least at this stage). In fact, it isn’t even...

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...

Have you treated yourself this week? Perhaps a takeaway dinner or a new book or a new lipstick? The type of treat you and millions of others buy in particular...

While many wait and hope for a Fed pause or pivot - hanging on every piece of text and utterance from the Fed, the real focus should be on inflation expectations....

One of the world’s most successful investors of recent decades, Howard Marks is a champion of contrarian investing. In his latest memo, the Oaktree Capital founder...

Pandemic Property Price Pop: Globally, property prices have been juiced to historically expensive levels thanks to pandemic (over)stimulus. As an indication of just...

There was an unprecedented amount of inflation talk among US companies at the end of 2021. Inflation is still frequently mentioned in corporate discussions along...