Recession-Hard/Soft Landing
A Less Pessimistic Signal From Taiwanese Export Orders…
Monitoring The Risk Of A Second Inflation Wave In The US…
How Much Higher For German Yields…
The next six-to-nine months hold a crucial test of whether the equity market will ratify the soft landing and the Biden administration or not. If so, then markets will rally on policy continuity and likely gridlock. If not, then markets will struggle until the election is over and again in 2025-26.
China: Diagnosing Malaise…
The next six-to-nine months hold a crucial test of whether the equity market will ratify the soft landing and the Biden administration or not. If so, then markets will rally on policy continuity and likely gridlock. If not, then markets will struggle until the election is over and again in 2025-26.
How Far Can Mexico Rally…
The UK's Inflation Problem Lives On…
Back To The Highs…
Eurozone Earnings Follow Nominal Growth…