us economy

In the context of the bond market signalling a US recession in late 2023/early 2024 - where CCI has been forecasting a recession since earlier this year - we have...

Last month, there was a moment that analysts and financial market participants had been hoping for some time. Like kids waiting for Christmas morning, market...

US core inflation and wage growth have both peaked, but remain high, with the split of inflation showing persistent, broad-based demand-driven gains in consumer...

With the US’ M2 growth decelerating sharply, as opposed to inflation, a significant recession should now be the major concern Alongside the US delivering its second...

The risk of a recession in the US in 2023 based on bond/equity market pricing and forecasts has surged as interest rates have risen and equities have slumped, with...

The stock market is signalling a heightened risk of a US recession in mid 2023 assuming no recovery in equity prices over the rest of this year. This is earlier than...

US wages growth is still rapidly accelerating with the employment cost index up about 4½% over the past year, which is the fastest growth since 2000 and 1991 before...

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...

It’s official. As announced on 19 July, the United States National Bureau of Economic Research (NBER) determined that last year’s US recession* ended in April – just...

US equities are extremely expensive according to long-term valuation measures such as the cyclically-adjusted PE (CAPE) ratio. The CAPE ratio for the S&P500 is...

We sat down with Hamish Douglass, CIO of Magellan Asset Management to discuss global opportunities amid COVID-19. In this interview, Hamish discusses the gap between...

Escalating COVID-19 infection rates in the U.S. have forced a rollback of many economic opening measures, potentially uprooting the already fragile recovery in U.S....

The US dollar’s steep decline from mid-May to early June has been arrested, but unfortunately its comeback has been mostly driven by bad news. Equities have...

After the flurry of central bank policy steps in early to mid-March, the past week has been somewhat less dramatic. To be sure, the US Federal Reserve still managed 6...

At a ‘Fed Listens’ event held where the US central bank’s policy-setting board meets, Federal Reserve Chair Jerome Powell in October described how the room with...

As expected, the US Federal Reserve opted to cut official interest rates by 0.25 percent this week taking the rate down to 2.0 percent. In the press conference that...

Week in Review The escalation in US-China trade tensions continued to dominate global market sentiment last week, with bond yields dropping lower and equities prices...

I’m writing to you from New York following a week of meetings with companies, investment banks, analysts, strategists, fund managers and executives.The timing of the...

One of Australia’s most iconic funds management firms will celebrate its 20th anniversary this year. From humble beginnings with just $30 million of assets under...