May 30, 2023 – The US economy and trajectory of US debt are currently on a precarious path. While there are options available, each brings its unique set of challenges and potential pitfalls. The US may have dodged a bullet in the recent...
May 24, 2023 – Leading economic indicators (LEIs) are still pointing to a likely recession in the US. You wouldn't know it by the behavior of the stock market, however, given the massive bull run in tech stocks so far this year. Unfortunately...
May 23, 2023 – The shock waves of scarcity have swept across the world, from empty shelves in supermarkets to dwindling natural resources, creating a stark reality that we've begun to call the era of "Peak Everything." The decade's wake-up call...
May 1, 2023 – In a recent podcast, author Bradley Schurman discussed his book, Super Age: Decoding Our Demographic Destiny , and the consequences of the upcoming Super Age, where the world's population reaches 10 billion and one out of five Americans...
Apr 25, 2023 – Bilal Hafeez, CEO of Macro Hive, says the US stock market’s resilience in the face of ongoing economic weakness shows that investors are still not worried about an imminent recession, which could take place later this year...
Apr 5, 2023 – Mike Singleton, senior analyst at Invictus Research, warns that the US leading economic indicators have been declining since 2022 and that banks are now in an aggressive tightening posture, pointing towards a recession over...
Mar 30, 2023 – This year has now kicked off with a series of bank failures in the US. Two of them (Silicon Valley Bank and Signature Bank) are the 2 nd and 3 rd largest in US history and Silicon Valley Bank was the largest since the 2008 financial crisis...
Mar 28, 2023 – To understand the fallout from the Silicon Valley Bank collapse (the 2 nd largest bank failure in US history) and other recent banking troubles, we must examine the impact on various debt markets, including investment grade debt...
Jan 4, 2023 – Felix Zulauf, head of Zulauf Consulting, recently discussed his short- and long-term outlook for the markets, the global economy, commodities, and much more in an interview on our weekday podcast. In the short-term...
Dec 27 – I do believe that we are looking at a very important medium-term peak. But I do not believe that is the end of this current market cycle. I think the market cycle will most likely stretch into 2024. But what we are facing now is...
