Ahead of the March FOMC meeting the much repeated mantra - from Fed officials and private sector pundits - is that easing too quickly...

Most of the time equity markets trend higher when upward earnings revisions are rising. And most of the time upwards earnings revisions...

Productivity made a strong comeback in 2023 and the future looks bright…..

Central bankers on both sides of the Atlantic have a consistent message: monetary policy is already restrictive, inflation is normalising...

Global industrial production has been going nowhere fast for the last 15 months. Based on the latest available data we don’t expect...

At this time last year, economists and business leaders were still unusually gloomy – and unusually wrong. Even though global equity...

Chairman Powell’s FOMC press conference last Wednesday lit a touch paper to bond and stock prices globally.

Uncertainty rules on both the secular and cyclical front...

In Narrative Economics Robert Shiller documents how asset prices are often driven by stories: narratives that may be true, half true or....

It's only a slight simplification to say that energy prices remain the swing variable in the outlook for global growth...