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...
Continue ReadingGlobal 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...
Continue ReadingHere 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...
Continue ReadingAfter 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...
Continue ReadingEquities: 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...
Continue ReadingIt 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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