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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Market Monitor – 22 July 2022

Global stock markets have clawed back some of their recent...

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Market Monitor – 15 July 2022

Global stock markets have suffered heavy losses this week due...

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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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