The economy versus the stock market

The recovery in the US stock market has coincided with the deepest economic contraction since the Great Depression. Will stocks continue on their current path or adjust to the economic reality?

Webinar: Post-pandemic reconstruction

We know that the economies of the world are suffering from a resurgence Covid cases and new lockdowns to contain the spread.  So why are the economic data generally pointing to a continuing rebound,  not a new crash of output, employment and spending?  What lies ahead in the new year, as the world’s economies attempt […]

A repeat of 1987?

The 1987 experience suggests that financial market volatility alone will probably not result in an imminent recession for the U.S. economy.