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May 6, 2022
BilboardBILBoard May 2022 – A bumpy ride but with some shock absorbers still intact
By now the majority of us have felt the sting of rising prices first-hand. Central banks are under increasing pressure to prevent inflation from becoming entrenched in expectations and the creation of a self-fulfilling feedback loop. Despite the inflationary environment (which was prevalent well before the conflict in Ukraine) and rising rates, corporate margins are yet to be meaningfully impacted. In fact, analysts currently expect that the ongoing Q1 earnings season should be the weakest of 2022, and insofar, it has exceeded expectations on both sides of the Atlantic. Read more...
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November 21, 2023
NewsWhat’s taking the wind from the renew...
The Copernicus Climate Change service reports that October 2023 was the warmest October on record. The same can be said for July, August, and September...
November 13, 2023
NewsUS consumer sentiment slips amid Midd...
The usual weekly newsletter had already “gone to print” last Friday before the release of the University of Michigan’s US consumer sentiment index, so a...
October 17, 2023
BilboardBILBoard October 2023 – Entry p...
Written as at 13/10/23 Economic Overview Globally speaking, growth continues to slow as the impact of tighter financial conditions becomes apparent. That said, the...
September 22, 2023
BilboardBILBoard September 2023: Peak rates i...
While central banks could still make some final tweaks, most market participants now believe that we are at (or inches away from) the top when...