recession

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...

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...