Blogs - stock market

Our blog page showcases our thought-leadership on key issues in economics, politics and markets. Visit our research services and request a trial to find out more.


Why we remain bears

23 Jun 2020 - Charles Dumas

This blog summarises our View on our bearish views about US stock prices. Steve Blitz’s analysis of the US economy in 2020-21 shows the policy context for the November elections. But our pessimism about stock-market.

#US Economy #Steven Blitz #Charles Dumas #coronavirus #stock market #bear market

Crisis Roadmap: In charts

15 Jun 2020 - Oliver Brennan

The crisis roadmap is our framework for analysing the progress of the global political, economic and market response to the COVID-19 crisis. Our two previous updates (After the false dawn and Miracle cures).

#coronavirus #stock market #Oliver Brennan

The bear and fear stalk the world

10 Mar 2020 - Charles Dumas

Global spread of the Covid-19 virus looks likely to cause a worldwide recession and bear market in stocks. Nobody knows how serious the disease is likely to be. But The Brookings Institution’s estimates suggest a.

#Equities #Recession #Charles Dumas #coronavirus #stock market #bear market

Three reasons markets were ignoring the coronavirus

14 Feb 2020 - Dario Perkins

The contrast between the awful humanitarian crisis in China and the euphoria in global stock markets had been bordering on the surreal. Every night (London time) the Chinese authorities updated their count of the number.

#China #Dario Perkins #coronavirus #stock market

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