China Stimulus
Listen to a short summary of this report. Executive Summary Back From The Future: An Investor’s Almanac
Dispatches From The Future: From Goldilocks To President DeSantis…
Executive Summary Iron Ore & Steel Prices: Facing Downward Pressure
Iron Ore & Steel Prices: Facing Downward Pressure…
Executive Summary Non-Commodity Enterprises: No Profit Expansion For 12 Years
Flat Profits For Non-Commodity Enterprises…
Listen to a short summary of this report. Executive Summary Investors Are Pricing In A Much More Aggressive Tightening Cycle Than At The Start Of The Year
Investors Are Pricing In A Much More Aggressive Tightening Cycle Than…
Listen to a short summary of this report. Executive Summary US Lead On Mega-Sized Firms: Is A Peak Nigh?
America's Lead On Mega-Sized Companies: Is A Peak Nigh…
Executive Summary Copper prices still face substantial downside (15-20% from current levels). The global copper market is shifting from a deficit to a considerable surplus over the next 12 to 18 months. Global copper supply will likely grow by 4-4.5% year on year in both 2022H2 and…
Listen to a short summary of this report. Executive Summary The odds of a recession in the US are lower than widely perceived. The probability of a recession is higher in Europe, although this week’s partial resumption of gas flows through the Nord Stream 1 pipeline, along…
Executive Summary China: Can The Economy Recover Without Housing Revival
Can The Economy Recover Without Housing Revival…
Executive Summary No Funding For Property Developers, No Land Sales
No Funding For Property Developers, No Land Sales…
Executive Summary Rebounding Chinese Auto Sales
Chinese Infrastructure Investment Growth: A Slowdown Ahead…