Investors are coming to the conclusion that, with inflation running so hot, it’s almost inevitable that the Fed will over-tighten...

At the start of this year, we expected global growth ex-China to re-accelerate...Now, the prospect is for global production to fall outright

Stagflation is the meme of the year in financial markets. Arithmetically, it is where the world is heading right now, but conceptually it’s

Fear and loathing has spread like wildfire in risk asset markets since the Fed "surprised" investors by looking beyond the end of QE...

Even before Omicron surfaced there had been a deep and wide correction to most of the meme stocks, as well as the “transformation” stocks..

September was a rough month for the global economy: we estimate that Global Industrial Production fell 0.7% on the month...

Global COVID cases peaked 5 weeks ago and have come down hard. China has now vaccinated...

Delta took a small bite out of global growth in July and is taking a larger bite out of August...

The Delta variant is a game changer...estimates of herd resistance across the world's largest economies and briefly discuss the implications