WTRE News and Press, Watford Holdings Ltd. From 01/11/23

Summary Canada led the world in the most egregiously inflated home prices in the past few years, but New Zealand, Australia, and Sweden were other top-risk contenders. As spending retracts under the weight of debt and evaporating home equity, commodity demand and global GDP are on the c...

Summary Purchasing Managers' Index from S&P Global provides a unique insight into worldwide economic trends, allowing the analysis of business activity by detailed sector in the world's principal regions. S&P Global PMI surveys recorded a fifth month of contracting worldwide bus...

Summary We expect COVID-19 to continue its transition to a global endemic and the status quo to prevail in Russia's war in Ukraine, with no material implications for the global economy. Mild recessions are forecast in the United States and Europe, but resilience in Asia Pacific will pre...

Summary Inflation and corresponding central banking policies will be the two most important signals for investors to focus on. Three scenarios for the global economy: Rolling recessions, hard landing, or immaculate disinflation. As we enter 2023, commercial real estate will experien...

Summary Today’s high prices may well lead to tomorrow’s low prices, and tomorrow may arrive sooner than many feared. Asynchronous reopening is set to bedevil the global economy for at least another year. Broad housing market activity during much of 2022 suggests that w...

Summary Amid the crosscurrents, two themes have prevailed during the post-pandemic years, which lend some perspective to the macroeconomic roadmap ahead: namely, the bipolar swings in macro policy and the forces of economic normalization. After one of the worst years for fixed income as...

Summary Global business conditions worsened in the penultimate month of the year according to the JPMorgan Global Composite PMI, compiled by S&P Global. New order expansions were seen in merely three of the 21 sectors tracked by the global PMI - software & services, pharmaceutic...

Summary WisdomTree has a platform of different thematic investing strategies, and really any thematic strategy has its own infrastructure requirements. A lot of these megatrends could not function to the same degree that we are used to without cell phone towers and data centers. ...

Summary We believe it is unlikely that Fed Chair Jerome Powell will navigate a pivot to a less-hawkish stance before early in 2023. We expect China to grow at a meager 2%-3% pace in 2022, with the potential for these risks to bleed into 2023, as a slowing developed-market consumer...

Summary Cloud computing has received enormous attention as a megatrend in its own right. In 2022, global sales are forecast to surpass $495 billion, and it could get to more than $1 trillion by 2030. Roughly 30% of enterprise workloads have been shifted to the cloud. We spend ...