EU and China Service PMIs drive global growth concerns UK Final Services PMI revised higher but downward trend remains Fed’s Waller (hawk) says “There...
Recently, we highlighted the attractive opportunity we see in international equities.¹ On the back of more than a decade of underperformance relative...
The annual Allianz Partners Big Book of Travel Data reveals the hotel chains bringing in the most money from room rentals.
The annual Allianz Partners Big Book of Travel Data reveals the hotel chains bringing in the most money from room rentals.
Futures, World Markets Tumble After China Surprise Rate Cut Sparks Growth Fears US futures and global markets are weaker and bond yields resume...
China Debt Crisis Bombshell: "Secretive" Shadow Banking Giant Managing 1 Trillion Yuan Misses Multiple Payments No surprises here: those who...
Yellow's Demise: Two Decades In The Making Authored by Todd Maiden via FreightWaves.com, The biggest bankruptcy in U.S. trucking history...
https://bondvigilantes.com/wp-content/uploads/2023/07/1-challenges-and-opportunities-in-asian-investment-grade-corporates-1024x576.pngAmidst macroeconomic...
IMF Raises Global GDP Outlook, Warns "Not Out Of The Woods" As Inflation Proves Sticky Confirming once again that economic sentiment always...
To hear more of my thoughts, watch this: For 2022, the energy sector was the standout performer, as the major averages were broadly lower over the...
It was a strong quarter for emerging markets (EM) debt despite a mixed economic backdrop around the world. Market volatility subsided, aiding investor...
FX volatility might be returning given Wall Street is seeing some exhaustion with several key currency trades. The end of tightening for the advance...
For over a year, sky-high inflation has forced households to stretch their dollars to make ends meet. While you may ... Read more
US stocks are sliding as the global growth outlook continues to deteriorate following soft global PMI readings. The risk of a sharper economic downturn...
In “Why It Seems Everything We Knew About the Global Economy is No Longer True,” New York Times, June 18, 2023, Patricia Cohen, who covers the...
Ray Dalio, founder of the world’s biggest hedge fund, says the U.S. is going to issue a large amount of government debt and there is a...
World Bank: Global Economic Growth Expected To Slow To 2008 Levels Authored by Michael Maharrey via SchiffGold.com, Most people in the mainstream...
The headwind isn’t expected to soften for the world economy in 2023. For a second year in a row, global economic activity will ease, predicts the...
The Lowest VIX Since The Pandemic Started Is Something That Deserves Attention By Peter Tchir of Academy Securities It turns out the bulls...
China’s NBS Manufacturing and Non-Manufacturing PMIs for May have increased the risk of a deflationary spiral in China. A weaker Chinese yuan may be...
https://bondvigilantes.com/wp-content/uploads/2023/05/1-emerging-market-growth-1024x576.pngOne of the key motivations for investing in emerging markets...
The End Game For The Debt Ceiling By Howard Wang of Convoy Investments The US debt ceiling crisis Currently there is considerable political...
The bank has set hares running by forecasting actual growth of the UK economy in 2023, while most other forecasters are more downbeat.
After a busier than usual fourth quarter, activity returned to a more normal level for the Polen Capital Global Growth Fund in the first quarter of...
2023 began with a strong start as the U.S market tended to reward quality fundamentals in January. Concerns around inflation and central bank policy re-emerged...
https://bondvigilantes.com/wp-content/uploads/2023/04/the-emerging-markets-growth-differential-1024x576.pngAfter a trip to Washington DC, for the IMF and...
Lanvin Group Posts Record Sales and Continued Margin Improvement in 2022. Revenues Up 37% Year-over-Year. PR Newswire NEW YORK, April 20, 2023 Revenues of €422 million...
US CPI data is likely to show on Wednesday that inflation has peaked and the Federal Reserve must stop interest ... Read more
Rickards: The Real Reason Gold Hasn't Exploded Authored by James Rickards via DailyReckoning.com, The world has changed radically in recent...
"Risk Of Harder Landing": IMF Cuts Global GDP Outlook, Warns Of "Heavy Downside Risks" Due To Banking Crisis The IMF trimmed its global-growth...