The July US payrolls report was the catalyst for a rash of recession fears, prompting the mini crash in risk assets and a...

A quick update of World Wealth and the US Real Equity Return Cycle.

Nvidia latest earnings report had more market impact than all of last week's busy macro calendar put together...

In Narrative Economics Robert Shiller documents how asset prices are often driven by stories: narratives that may be true, half true or....

It's only a slight simplification to say that energy prices remain the swing variable in the outlook for global growth...

At the global equity market peak last year, financial assets were strongly outperforming the real economy, a state we refer to as bearish...

Panic is the short answer. Some thoughts on the longer answer below…..

Even before Omicron surfaced there had been a deep and wide correction to most of the meme stocks, as well as the “transformation” stocks..