Why a drop in bankruptcies is a problem Since the start of 2021, the question that appears to be on everyone’s mind is “Will this year be any better than...
Is the world facing another recession already?
What will a bi-polar world economy look like?
How will technological disruptions affect the global economy?
We analyse developments in the global economy and its financial markets through the lens of business cycles. It is through this lens that we understand the current disruptions in technology, the shift in global economic power, and the remarkable turbulence in global markets for stocks, bonds, currencies and commodities.
The rise of Big Tech cements the fall of the US economy
While the US economy is going through its worst crisis in the last eight decades, with small businesses shutting down en masse and millions of Americans losing their jobs, one...
Are V-shaped PMIs Misleading?
The recent rise of PMIs may be overstating the extent of the global economic recovery. Economic conditions look to be the best in a while for the US and most...
A Sales Pitch for Buying Gold
With returns on other assets at historical lows gold has become highly attractive to investors. After a stellar performance over the past few months gold has found its way back...