Tag: global economic growth

Why US Dollar Appreciation Threatens Global Economy

The Fed’s liquidity fire hose supported the massive government fiscal response to Covid. Through unprecedented asset purchases, the Fed provided enough liquidity to allow...

Global Economy Strengthens Into Summer As ‘Normal’ Gains Traction

Nothing lasts forever – thankfully this includes pandemics. And while the path out likely remains a hilly road with ups and downs, people’s behaviour appears to be...

Can the Stock Market Continue to Defy All Odds?

The ‘Biden Bust’ that Trump warned us about has turned into the ‘Biden Boom’. April 28th marked President Biden’s 100th day in office. In...

10 Important Charts To Watch In 2021 (Q1 Update)

Welcome to Q2! Things have moved fast since my original post (both in terms of market movements and the general consensus/sentiment). So I thought...

COVID-19 Pandemic Global Economic Price Tag

Our investment firm has hosted well over 50 client events since this COVID-19 pandemic-driven recession began. To be clear, these were all virtually hosted...

Stock Market Thoughts: As Good As It Gets?

Early each morning, I scan and synthesize market-moving news. I look at macro themes, currency moves and global economic indicators that support or challenge...

Global Monetary Policy and Interest Rates – The Tides Are Turning

Last year, investors saw something exceedingly rare. For a period of 9 months there were exclusively interest rate hikes by the major central banks we...

Is a Global Manufacturing PMI Rebound In the Cards?

Global PMI Rebound on the Cards? One key feature of the last 15 months has been the consistent declines in the global manufacturing PMI.  After peaking...

3 Key Economic Indicators May Be Flashing Caution Here

In today's 3-pack, we look at the commodities index, crude oil, and treasury yields. A major message to the markets could be underway. Looking at the...

Global Economic Power Struggle: Emerging vs Developed Markets

If it feels like there's a power struggle underway between developed markets and emerging economies, it's probably in part because the economic balance of...

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