Last week Citi made headlines by publishing a report claiming the global economy is trapped in a “Death Spiral”. The timing of the report was
Richard Duncan
Recent Posts by Richard Duncan
Liquidity in the United States turned negative in the fourth quarter of 2015. I believe this played an important role in the severe stock market
In the new Macro Watch video uploaded today, I describe how my 30-year career in the investment industry has shaped my views on what drives
Between 1952 and 2008, every time US credit growth (adjusted for inflation) fell below 2%, the United States went into recession. During that period, the
On December 16th, the Fed hiked interest rates for the first time in nearly 10 years. The world did not come to an end, but