Investing
Here is Your Stock Market Roadmap for the Rest of 2023 and 2024
As concerns over US regional banks continue to percolate, it is worth noting that the most interesting point about Silicon…
When Will the Recession Start? The Answer May Surprise You
Monetary tightening expectations in the US have ratcheted up again, with the terminal rate now put at 5.09% against the…
Small Business, Not the Bond Market, Will Cause the Next Recession
A counterintuitive in terms of the rising recession talk in recent months has been the ongoing rise in US bank…
The Fed Fudge is Quickly Approaching
Inflation is falling but not as quickly as the Federal Reserve would wish. US headline CPI inflation slowed from 6.0%…
Will the Stars Finally Align for Japanese Stocks?
Bank of Japan Governor Haruhiko Kuroda has finally departed from office after ten years of pursuing extreme monetary easing. Former…
Canary, Meet Leveraged Loans
It remains remarkable how little US corporate bond spreads have risen so far in this monetary tightening cycle despite 475bp…
Gold is Back, Next Stop $6,000?
The price of gold bullion has bounced back in recent days amidst Silicon Valley Bank-related bank concerns in the US…
As Global Trade Fractures, Inflation will Rise
It has, of late, become increasingly relevant to talk less about the retreat from globalization and more about the increasing…
Is a Consumer Revolt at Hand?
A counterintuitive development in recent months, in the context of recession concerns in America, has been the pickup in American…
The Consumer is Almost Tapped Out, What Comes Next?
This year began with growing optimism that emerging markets can decouple in a year which may bring a US recession.…