Earnings Season So Far…
We’re now a couple of weeks into earnings season for the third quarter of 2024 and we have…
Ar-gen-tina! Ar-gen-tina!
Argentina has been making headlines as a potential hotspot for international investment, and much of this newfound attention…
Inflation in the 2020s: Transitory or Structural?
When inflation started to surge globally in 2021, many economists and policymakers debated whether it was “transitory” or…
Unlocking the Potential of the UK Economy: Why UK Equities Could Offer Long-Term Upside
In recent years, UK equity markets have struggled to keep pace with global competitors. With sluggish economic growth…
A Major Melt-Up in Stock Prices? Lessons from the 1990s
The stock market is often complicated and unpredictable, but sometimes, the conditions align in such a way that…
What If… Central Banks Don’t Matter Anymore?
Many people think the Federal Reserve (the Fed) plays a huge role in controlling the economy by setting…
Housing: The New Growth Engine for the US Economy?
In many countries, the housing market plays a crucial role in driving economic growth. The US economy has…
Escalation in Ukraine-Russia… Should Investors Be Worried?
Ukraine’s recent military actions have caused concern and consternation, not only by crossing into Russian territory but also…
Why Did Stocks Recover So Quickly?
This past summer, stock markets went on a wild ride, leaving many investors confused about what was happening.…
Emerging Markets Are Starting to Perform
Over the past decade, many emerging economies have struggled, while developed countries like the United States experienced solid…