Dario Perkins digs deep into the reasons why bond markets are better indicators of forthcoming recessions than equities.
As we forecast the Fed announced the end of its QT programme at their meeting on 20 March.
My colleague Steve Blitz sets out why the market is still too complacent with respect to the path of further Fed rate hikes even if our more optimistic view of accelerating capex leading to an extended cycle eventuates.
The attempt to charac...
My colleague Oliver Brennan digs deeper into recent moves across key money market spreads & concludes that the overall recent widening is not a precursor to a major macro and/or market crunch.
Sudden sharp changes in these spreads have histori...
We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.READ MORE