When nominal GDP grows fast (due to inflation, indirect tax changes, subsidies, etc.), real growth gets boosted when deflators understate inflation. If input cost inflation is high, but the deflator ...

The ‘liberation day’ sell-off increased the value proposition of non-U.S. markets, particularly in Europe and Asia. This is no longer the case.

The ADP employment report showed a loss of 32k jobs in the month of September, but the report was somewhat confusing due to annual revisions. Read more here.

The cost of government borrowing has rocketed higher in France after its new prime minister resigned hours after appointing his new cabinet. Bond yields surged and French stock markets sank after ...

President Donald Trump claims his policies have generated $17 trillion in new investments, but the real number is likely much less.