global economy

When it comes to infrastructure in China, it seems that old habits die hard

The global economy is seeing a deterioration in credit conditions as higher interest rates and tighter lending criteria increase the cost and reduce the availability...

When China first began to back down from its zero covid policy, there was a lot of skepticism. Whether it was doubt about whether the country could handle the huge...

Throughout history, many, many, banks have failed. In the US, bank failures are surprisingly common and even in more recent times – the Federal Deposit Insurance...

Independent Economist Janu Chan breaks down the big change at the top of the Chinese National People's Congress agenda.

This edition contains a summary of quotes and market announcements from company results throughout February across various industries.

Oh inflation. For so long, you lay dormant, so much so that policymakers were complaining that there wasn’t enough of it. Last month has seen renewed concerns with...

Signal or Noise returns for the 2023 series with a show dedicated to the reopening of the world's second largest economy.

One of the most fascinating developments in financial markets over the past year has been the Bank of Japan (BOJ) and its policy of yield curve control (YCC). It has...

Tim Richardson examines the business models which are best positioned for earnings growth in a slowing economic environment.

The drumbeat of global recession for 2023 has been beating loudly of late. Some fund managers and analysts at major banks now have recession as their baseline...

Jay Sivapalan, Head of Australian Fixed Interest, identifies three macro themes investors should bear in mind as they navigate the evolving investment landscape.

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...

“This is nothing like the 1970’s, which was a pretty dismal period, and not just because of polyester and disco.” – Barry Ritholtz, CEO, Ritholtz Wealth Management ...

In watching the coverage of the 20th Party Congress, I can’t help but compare it to other political events around the world. It feels like the complete opposite of a...

With stocks on the rocks, everyone I bump into understandably wants to know if it’s a good time to buy equities – the lure of buying at the bottom is just too great...

Fidelity International's Anthony Srom has seen plenty of the Asian Century's development in his time. Since joining the firm's Singapore team in 2006, he's led the...

I grew up in the 1970s and it was fun – Abba, Elvis, Wings, JPY, flares, and cool cars. But economically it was a mess. Inflation surged and so did unemployment and...

What is the first thing you think of when you hear the phrase "central bank"? Philip Lowe? Jerome Powell? Inflation? Interest rates?  When a slew of headlines drop,...

Transitory was the macro word of 2021 as the Federal Reserve and other major central banks attempted to calm markets about the pace of inflation. Investors fought...