The Great Lockdown Recession
The IMF published new estimates for the global economy, which weren’t great – to put it mildly. The coming quarters will be historically poor and the risks will remain thereafter. […]
Tag Archives: Recession
2019 in tweeted charts!
Below is a relatively concise overview of financial markets in 2019 using a selection of charts I tweeted throughout the year. While this probably aggravates the already pronounced calendar-year thinking […]
Recession indicators are overrated for stock returns
Equity investors are always looking for signs of the next recession. Recessions mean higher unemployment, lower spending, lower earnings and ultimately more defaults, all of which are bad news for […]
The Confident Consumer
US consumer confidence rose for the fourth consecutive month in October, and has now reached an 18-year high. But while this is certainly an impressive milestone, the sharp increase hasn’t […]
Week End Blog – Panda Power!
China is leading markets once again. But, different from the start of the year, this time it’s not guiding markets down. Peace and quiet on the CNY front and improving […]
13 Recession Charts!
Over the last couple of days equity markets have intensified their downward trend. Worries about China and falling oil prices are now accompanied by another major issue, the (increasing) possibility […]
