Confidence-inspiring fact base
Decades of analysis on over 200,000 data series, which build up to thousands of proprietary indicators
Eurozone: Recession Postponed, Not Cancelled
October 23, 2023
The weakness in Eurozone economic activity this year is not about the ECB’s monetary policy. Rather, it reflects the weakness in the global industrial cycle and the depressing effect of an inflation surge on domestic demand induced by an energy shock.
Canada: Canary In The Coal Mine?
September 29, 2023
Canadian economic growth slowed significantly in Q2, raising the question of whether one of the most indebted economies in the world is buckling under the weight of tight monetary policy.
Is the 2024 Election Relevant To Investors?
August 21, 2023
Yes, the 2024 election is relevant but not necessarily in the way that many think. It is not American democracy that is at risk so much as fiscal stability and global trade.
A worldwide group of more than 60 financial experts
Matt Gertken, PhD