Recession-Hard/Soft Landing
Global Investment Strategy predicted the surge of inflation in 2021/22 and the immaculate disinflation of 2023. Now their unique framework is predicting a recession in the second half of 2024.
US Jobs Data Deliver A Positive Surprise…
Receding Inflation Boosts US Household Sentiment…
A Political Fed
A…
Democrats are favored to win the election until recession materializes. But recession risks are high. Investors should adopt a defensive and conservative strategy in 2024 amid extreme US policy uncertainty.
JPY Will Face Tailwinds In 2024…
The US Jobs Report, And What Will Trigger The Joshi Rule Recession Indicator…
German Factory Orders Disappoint…
The BoC Stands Pat
The BoC…
Euro Area Retail Sales: A Budding Rebound…