We are living through a time when "unprecedented" is so applicable it almost sounds normal. Yet this is anything but normal. The US response to the virus and the resulting almost complete...
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We are living through a time when "unprecedented" is so applicable it almost sounds normal. Yet this is anything but normal. The US response to the virus and the resulting almost complete...
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Global volatility seems to be rising, not least due to black swan events such as COVID-19. Supply chain disruptions, price shocks, and demand interruptions are real worries, but which will...
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Here we are in the beginning of a new decade. There is a lot to ponder about the future. Where is this decade going to take us? Where should I invest my money? Which markets are going to be...
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After a healthy growth year in 2018, expansion in the US manufacturing sector ground to a halt in 2019, contracting in the second half of the year. At this time in 2019, we predicted the...
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Equities: Corporate profitability is key to the underlying trend for share prices. We will look at what we can expect regarding corporate profitability in 2020. Profitability impacts...
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It is time to put the noise and economic history of 2019 behind us. What matters now is how well you will perform in 2020. Changing economic conditions, politics, global discord, and...
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