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2023-04-12 02:39:00 ET Summary Global inflationary pressures continued to moderate in March, though remained elevated by historical standards. Looking at what's reportedly driving selling prices higher, the most striking development in recent months is the extent to which energy-d...
2023-04-12 02:00:00 ET Summary An ongoing decline in demand for goods leaves the global economic recovery largely dependent on reviving service sector activity. India reported the fastest expansion and is continuing to enjoy its strongest growth spell for over a decade. Geogra...
2023-04-10 04:59:00 ET Summary The historically low correlation between equity and government bond returns is a cornerstone of modern investment strategy and the traditional 60%/40% model portfolio, based on the theory this split provides diversification benefits that can improve risk...
2023-04-09 23:56:00 ET Summary As the year progresses, the 2023 outlook has become murkier rather than clearer. The US economy significantly outperformed our expectations in 1Q. We expect policymakers in China to emphasize domestic drivers of demand in their efforts to boost g...
2023-04-06 15:21:00 ET Summary Global manufacturing output edged higher for a second successive month in March, according to the latest PMI surveys compiled by S&P Global. A key concern, however, is that inflows of new orders also fell for a ninth successive month in March. ...
2023-04-06 10:35:00 ET Summary Worldwide manufacturing input costs rose in March at the slowest rate for 32 months, according to the latest PMI survey data from S&P Global. Input costs are now even falling in some countries, notably Germany, Italy, the Czech Republic, the Neth...
2023-04-05 08:00:00 ET Summary Worldwide factory jobs growth ground almost to a halt in March. A key change in the job market in recent months has been a turnaround in the number of staff shortages reported. The number of companies reporting that higher staff costs exerted upw...
2023-04-05 07:56:00 ET Summary Global equities were volatile in the first quarter, as turmoil in the banking sector jolted markets. While swift regulatory action helped stem contagion, the crisis dented investor confidence in a fragile market environment and has sharpened awarenes...
2023-04-05 00:41:00 ET Summary Why OPEC's production cut could impact broader markets. An unexpected cut in oil production just made the Fed's job more complicated. Is Commercial real estate the next shoe to drop for banks? The surprise OPEC+ production cut i...
2023-04-04 03:08:00 ET Summary Why the banking sector fallout may require a more sober second look. What the next stage of this late-stage economic cycle might look like. Amid banking fears, are mortgages the next domino to fall? Recent fears about the bankin...