us economy

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...