Analyst Weekly – ESG resisting the bear market

Analyst Weekly – ESG resisting the bear market

by Ben Laidler | 25.09.2022
Analyst Weekly – ESG resisting the bear market
Environmental, social, and governance issues are now mainstream, and bucking the bear market.
Macro Insights: Not all recessions are equal

Macro Insights: Not all recessions are equal

by Ben Laidler | 23.09.2022
Macro Insights: Not all recessions are equal
RECESSIONS: US recession risks were rising even before the latest FOMC meeting and ‘dot plot’ guidance made it all but inevitable.
Macro Insights: UK’s costly step back from stagflation brink

Macro Insights: UK’s costly step back from stagflation brink

by Ben Laidler | 22.09.2022
Macro Insights: UK’s costly step back from stagflation brink
STAGFLATION: UK has been in the eye-of-the-storm this year. With some of world’s highest inflation after triple-whammy of soaring energy costs, very tight jobs market, and Sterling slump.
Macro Insights: Energy stocks decouple from falling crude

Macro Insights: Energy stocks decouple from falling crude

by Ben Laidler | 21.09.2022
Macro Insights: Energy stocks decouple from falling crude
DIVERGENCE: Oil equities have been resilient to falling oil prices, given their cheap valuations and with current prices still well over four times the average production cost.
Macro Insights: China’s Party Congress and the next five years

Macro Insights: China’s Party Congress and the next five years

by Ben Laidler | 20.09.2022
Macro Insights: China’s Party Congress and the next five years
CONGRESS: The five-yearly Communist Party Congress starts October 16.
Bear market recovery tracker

Bear market recovery tracker

by Ben Laidler | 19.09.2022
Bear market recovery tracker
Markets are under pressure and rebounds been false dawns.
Macro Insights: Porsche tests the IPO winter thaw

Macro Insights: Porsche tests the IPO winter thaw

by Ben Laidler | 16.09.2022
Macro Insights: Porsche tests the IPO winter thaw
WINTER: It’s been a terrible year for new stock market listings and their performance as equities plunged into a bear market.
Macro Insights: European recession the world’s problem

Macro Insights: European recession the world’s problem

by Ben Laidler | 15.09.2022
Macro Insights: European recession the world’s problem
RECESSION: The UK and Eurozone are set for a recession later this year, with the Bank of England and ECB leading a drumbeat of downbeat forecasts.
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