Non-U.S. equities, including emerging markets (EM) equities, are likely beneficiaries of falling interest rates in the United States and the dollar weakening...
Beige Book Finds "LIttle Or No Change" In Economic Activity But Optimism Rises On Hopes Of Lower Rates One month after the downbeat November...
The latest government showdown over the budget risks not only a shutdown but jobs, regional economies and America’s competitiveness in AI and other advanced...
As we get ready to review the Q4 earnings report, stocks have rallied sharply over the last two months. As we have discussed previously, it will...
Conflict between Lebanon and Israel looms – it would throw the Lebanese economy further into crisis.
Eroding Europe Profit Forecasts Are Risk For Stocks By Heather Burke, Bloomberg markets live reporter and strategist After a tepid start...
60% Of Global Economy Is In For A 'Lost Decade' Due To Record Debt Authored by Sam Bourgi via CreditNews.com, The World Bank has issued a...
In the most recent BLS employment report, the percentage of full-time jobs relative to the population dropped sharply. The robust headline number of 216,000...
Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. Some of those questions concerned real estate (inventory, house prices,...
Donald Trump’s plan for a wall across the American southern border is one of the most controversial policy proposals in American history. Along with...
Market narratives have been around for ages. However, the internet and, more recently, social media allow narratives to spread much quicker. Accordingly,...
Emerging markets (EMs) have regained their footing in 2023, but the recovery from October 2022 lows has been anything but uniform across individual markets....
Xi’s New Year address wasn’t about threatening Taiwan – there’s more going on than we think.
Buckle Up For A Bumpy 2024, Economists Warn Authored by Emel Akan via The Epoch Times (emphasis ours), The U.S. economy embarked on a rollercoaster...
A candidate from the pro-independence Democratic Progressive Party looks set to win the presidency despite Beijing’s pressure and rhetoric.
The biotech industry experienced a challenging year in 2023 due to a rising 10-year Treasury yield.In 2024, the 10-year yield should favorably support...
How long before interest payments on the debt exceeds revenues? An cross-the-board ‘Debt Jubilee’, however, from an historical perspective shows that...
This month’s official report of US fourth-quarter economic activity, scheduled for release on Jan. 25, will likely confirm that output expanded at a...
Levels of consumer confidence can signal people’s future spending plans and the likely impact on the economy.
China has a lot of vacant retail space, including many underused shopping malls. An urban policy scholar describes how the Chinese are rethinking what...
A stunning post from VisualCapitalist showed a poll of 8550 investors and 2700 advisors and the gap between the two of future portfolio return expectations....
In 2023, the global economy defied widespread expectations of a recession and falling interest rates. Instead, the United States, Japan, and, to a lesser...
A new study reveals that 75% of the world’s industrial fishing vessels are hidden from public view.
TL/DR: Not quite, but it’s getting there. Starting in 2016, protectionism (that is, using tariffs or other restrictions on international trade to “protect”...
Why Goldman Expects The Most Flawless Fed Landing Ever: S&P 5,100 With GDP Double Consensus, Jobs, & Wage Growth ... Yet 5 Rate Cuts As Inflation...
And will the vibecession ever end?
It Was Meant To Be A Campaign Winner. Has 'Bidenomics' Become A Liability? Authored by Emel Akan via The Epoch Times (emphasis ours), President...
It’s at least conceivable that gross output is a leading indicator of the economy.” — Peter Coy, Economics Editor, NY Times One of the highlights...
"This Is Off The Charts": Economist Claims 2024 Will Bring 'Biggest Crash Of Our Lifetime' In US Authored by Jack Phillips via The Epoch Times...
For those of who’ve been doing the Telecom Two-Step over the past year, the holiday break can’t come soon enough. Last week, comments were due on...