Opinion Pieces
The big spending that could keep the US out of recession
A year ago economists were unanimously forecasting the US would hit a recession in early 2023, but they were wrong. While there's not as many bears this year, they could be wrong again for basically the same reason.
The big spending that could keep the US out of recession
A year ago economists were unanimously forecasting the US would hit a recession in early 2023, but they were wrong. While there’s not as many bears this year, they could be wrong again for basically the same reason.
Emerging markets: good value or value trap?
Emerging markets have looked cheap compared to the developed markets for years but have failed to deliver. Is that about to change?
The stock market doldrums
The ASX 200 has gone sideways for more than three years; whilst frustrating, it’s not unusual, and it will pass. Meanwhile, there are strategies that will help.
AI: boom, bubble or both?
AI is a game changer and has driven the US share market revival, but are we seeing a replay of the dotcom boom?
To recess, or not to recess, that is the question
It seems economists and strategists have been forecasting a recession now for ages, so where is it?