23 Jan 2024
If we do not have a recession, stocks tend to rally after the Fed cuts
If we do, however, they tend to decline They say the economy isn't the market, but in this example it could have a measurable impact on the outcome Source: Markets & Mayhem
23 Jan 2024
China's real GDP is now further below its pre-COVID trend than after the 2008 crisis
Will they be tempted to opt for more mercantilism (and expansionism)? Source chart: Robin Brooks
23 Jan 2024
Japan is expected to be short 11 million workers by 2040
Source: Win Smart, FT
22 Jan 2024
Corporate Borrowing Hits All-Time High 🚨:
Investment Grade Companies have issued more than $150 Billion worth of bonds through the first 18 days of the year, the highest amount in history at this point in the year. Source: Barchart, FT
22 Jan 2024
Suez Canal Transit Volume continues to plunge (Chart via SRP)
Source: HolgerZ
17 Jan 2024
The Influence of Family-Owned Businesses, by Share of GDP
by The Visual Capitalist
17 Jan 2024
Container transportation costs have indeed doubled over the past 6 weeks but it is important to see the full picture. Relative to the pandemic peaks, transportation prices are still 75% lower...
Source: Bastion notes, Oxford Economics
16 Jan 2024
44% of office loans carry outstanding loan balances higher than the property value and are at risk of default according to a paper from the National Bureau of Economic Research
Source: Barchart
