Global central banks have been tightening policy aggressively to slow decades-high inflation, sparking concerns of an impending economic recession. While...

On one hand, the latest corporate earnings reporting season has been typical. Earnings and sales surprises were modestly positive, in...

Given that the current downturn really is global, we are struck by the gap between optimistic equity analyst views and...

Investors have oscillated between worries about recession and inflation over the course of the year. This has made it difficult...

Investor surveys, and now the US yield curve, indicate a high likelihood of a recession in the US. The question...

A weak second quarter for China’s economy, with GDP growth narrowly avoiding contraction, might mark the low for this cycle...

US recession concerns are mounting, but still high inflation is underscoring the wide consensus among US policymakers for tightening up...

First-half returns on equities and bonds were frankly disastrous. Furthermore, establishing a reliable scenario that can stand the test of...

Just a year ago, inflation appeared high but under control. Published annual consumer price rises stood at 2% in the...

May ended on a positive note for equities as they regained their end-April level (MSCI ACWI), but June has seen...