In our 2021 investment outlook, we seek to help investors navigate the next phases of the pandemic, its legacy, and the ensuing economic recovery. We also...
Jim Bianco at Bianco Research shares his views on the great inflation debate. When it will come, how big it will be, and when the Fed...
While global emissions are expected to be considerably lower in 2020 as a result of COVID-19, postponing the COP26 meeting has sparked concerns about a wasted...
COVID-19 protections for households and support for financial markets are set to expire at the end of 2020. How will this impact the housing market in...
#MacroView: A Vaccine And The “New New Normal”
Weekly investment update – Vaccine optimism reflates markets
China’s debt-equity swap programme – the good, the bad and the ugly
17/11/20: U.S. households: Debt Hostages to the Washington
Weekly investment update – US elections – Only a blue ripple?
Weekly investment update – A president-elect and a candidate vaccine
The Housing Debt Bubble Is Going To Burst
A president-elect and a candidate vaccine
The long view after the US elections – Everything changes, but bonds stay the same
Market weekly – “It’s the virus, stupid” (podcast)
Shedlock: Unemployment Plunges. BLS Says 2.2 Million Find Work
#MacroView: The Rescues Are Ruining Capitalism
5/11/20: BRIC: Services PMIs October
3/11/20: Ireland PMIs and Economic Activity Dynamics for October
US elections – Only a blue ripple?
2020 Presidential Election Prediction
Seven scary charts – happy Halloween!
Pending home sales fell in September, but annual gain is the important metric
Weekly investment update – Diverging fortunes
Shedlock: Unemployment Claims Drop For The Wrong Reason
2020 US election preview: All, or nothing?
What does China’s post-COVID-19 recovery mean for markets?
14/10/20: BRIC: Composite economic activity indicators Q3 results
14/10/20: BRIC: Services PMIs Q3 results
City of Fear? Fear of the city? Urban life and COVID-19
The K-Shaped Recovery. A “V” For Some, Not For Most.