Tag: Global Market
Navigating the Shortening Odds of a Recession: Bear Markets Don’t Last as Long as Bull Markets
Since we last discussed the odds of a recession here, the...
ViewLooking Back at Equity Factors in Q2 with WisdomTree
Markets in Q2 2022 continued to suffer from entrenched inflation...
ViewBarometer: Earnings Maths Does not Add Up
Stocks remain vulnerable to a wave of profit forecast cuts,...
ViewGlobal Markets: 10 Things to Watch in July
Key takeaways Consumer inflation expectations Central bank credibility is on...
ViewProfit Growth Slows as Higher Prices Alter Spending Habits
Key Takeaways Profit margins are healthy, though earnings growth has...
ViewRevaluation, Dislocation and Recession: Why It’s not Over for Growth Stocks.
Key Points Growth stocks have sold off indiscriminately, not...
ViewGlobal ABS: A Cloudy Outlook from Sunny Barcelona
After two COVID-hit years last week the European ABS market...
ViewGlobal Markets at an Inflection Point – The New Commodity Supercycle is Just Getting Started
Please read the latest update from Baker Steel’s team addressing the opportunities...
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