Tag: Global Market
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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...
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Looking Back at Equity Factors in Q2 with WisdomTree
Markets in Q2 2022 continued to suffer from entrenched inflation...
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Barometer: Earnings Maths Does not Add Up
Stocks remain vulnerable to a wave of profit forecast cuts,...
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Global Markets: 10 Things to Watch in July
Key takeaways Consumer inflation expectations Central bank credibility is on...
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Profit Growth Slows as Higher Prices Alter Spending Habits
Key Takeaways Profit margins are healthy, though earnings growth has...
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Revaluation, Dislocation and Recession: Why It’s not Over for Growth Stocks.
Key Points Growth stocks have sold off indiscriminately, not...
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Global ABS: A Cloudy Outlook from Sunny Barcelona
After two COVID-hit years last week the European ABS market...
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Global 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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